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
$230M
AUM Growth
-$6.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$3.08M
3
+$2.68M
4
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$1.37M
5
FDX icon
FedEx
FDX
+$1.31M

Top Sells

1
+$1.55M
2
+$1.51M
3
+$1.5M
4
BDX icon
Becton Dickinson
BDX
+$1.48M
5
PNC icon
PNC Financial Services
PNC
+$1.47M

Sector Composition

1 Technology 8.44%
2 Healthcare 5.58%
3 Industrials 4.45%
4 Consumer Staples 3.89%
5 Financials 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$280K 0.12%
4,067
-199
127
$279K 0.12%
9,137
-3,225
128
$274K 0.12%
4,633
-422
129
$270K 0.12%
9,950
-684
130
$270K 0.12%
4,165
-309
131
$269K 0.12%
4,468
-300
132
$268K 0.12%
2,503
133
$266K 0.12%
2,455
+29
134
$265K 0.12%
4,475
+370
135
$259K 0.11%
10,596
-3,470
136
$258K 0.11%
11,178
-12,938
137
$257K 0.11%
4,205
+7
138
$253K 0.11%
10,790
+956
139
$246K 0.11%
7,032
140
$245K 0.11%
527
+10
141
$244K 0.11%
5,272
142
$240K 0.1%
+4,608
143
$233K 0.1%
+1,125
144
$232K 0.1%
10,564
-8,508
145
$230K 0.1%
1,847
-11
146
$228K 0.1%
1,661
-98
147
$228K 0.1%
2,313
-195
148
$225K 0.1%
29,488
-2,163
149
$222K 0.1%
10,795
+169
150
$221K 0.1%
2,051
-32
4 5
6
7 8