SFA
Sequoia Financial Advisors Portfolio holdings
AUM
$14.6B
1-Year Return
18.3%
This Quarter Return
+4.22%
1 Year Return
+18.3%
3 Year Return
+64.01%
5 Year Return
+94.57%
10 Year Return
+174.65%
AUM
$248M
AUM Growth
+$18M
(+7.8%)
Cap. Flow
+$10.2M
Cap. Flow
% of AUM
4.12%
Top 10 Holdings %
Top 10 Hldgs %
43.41%
Holding
189
New
17
Increased
91
Reduced
48
Closed
12
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$5.04M |
| 2 |
NYLI Hedge Multi-Strategy Tracker ETF
QAI
|
$3.12M |
| 3 |
SPDR Dow Jones Global Real Estate ETF
RWO
|
$2.16M |
| 4 |
Schwab US Large-Cap Value ETF
SCHV
|
$1.94M |
| 5 |
Oracle
ORCL
|
$1.67M |
Top Sells
| 1 |
iShares MSCI EAFE Value ETF
EFV
|
$7.88M |
| 2 |
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
|
$6.26M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$4.43M |
| 4 |
Molina Healthcare
MOH
|
$2.68M |
| 5 |
J.M. Smucker
SJM
|
$922K |
Sector Composition
| 1 | Technology | 9.88% |
| 2 | Healthcare | 5.05% |
| 3 | Industrials | 4.68% |
| 4 | Financials | 4.43% |
| 5 | Consumer Staples | 3.83% |
