SFA

Sequoia Financial Advisors Portfolio holdings

AUM $16.4B
1-Year Est. Return 18.99%
This Quarter Est. Return
1 Year Est. Return
+18.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
+$2.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$2.18M
3
+$1.99M
4
ETN icon
Eaton
ETN
+$1.78M
5
ACN icon
Accenture
ACN
+$1.16M

Top Sells

1
+$2.03M
2
+$1.71M
3
+$1.28M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$1.14M
5
EMC
EMC CORPORATION
EMC
+$1M

Sector Composition

1 Technology 12.53%
2 Healthcare 8.68%
3 Financials 6.7%
4 Consumer Staples 4.95%
5 Energy 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$249K 0.17%
+5,533
127
$247K 0.17%
46,057
-12,048
128
$247K 0.17%
2,350
129
$245K 0.17%
8,712
130
$241K 0.16%
7,802
+725
131
$236K 0.16%
1,623
132
$235K 0.16%
1,811
-56
133
$233K 0.16%
2,821
+142
134
$231K 0.16%
2,451
-529
135
$229K 0.16%
+5,101
136
$229K 0.16%
1,872
-265
137
$227K 0.16%
6,410
138
$224K 0.15%
3,118
-81
139
$224K 0.15%
2,142
-30
140
$223K 0.15%
+5,711
141
$217K 0.15%
5,226
-385
142
$216K 0.15%
+2,576
143
$212K 0.14%
3,208
-1,045
144
$210K 0.14%
5,067
-225
145
$210K 0.14%
8,630
-3,515
146
$209K 0.14%
+4,484
147
$209K 0.14%
+2,197
148
$208K 0.14%
+1,787
149
$206K 0.14%
+2,853
150
$206K 0.14%
4,886
+111
4 5
6
7 8