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
$357M
AUM Growth
+$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$6.39M
3
+$2.58M
4
DRI icon
Darden Restaurants
DRI
+$2.44M
5
VPU icon
Vanguard Utilities ETF
VPU
+$2.36M

Top Sells

1
+$6.05M
2
+$2.26M
3
+$2.21M
4
INTC icon
Intel
INTC
+$907K
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$578K

Sector Composition

1 Technology 15.25%
2 Consumer Discretionary 6.87%
3 Financials 6.55%
4 Consumer Staples 6.17%
5 Industrials 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$432K 0.12%
+23,865
127
$427K 0.12%
6,617
+369
128
$419K 0.12%
9,845
129
$418K 0.12%
+1,536
130
$416K 0.12%
31,384
+111
131
$410K 0.11%
4,724
+90
132
$405K 0.11%
3,843
133
$405K 0.11%
5,102
134
$393K 0.11%
12,052
+80
135
$393K 0.11%
7,062
136
$393K 0.11%
2,841
137
$391K 0.11%
3,524
-20,392
138
$386K 0.11%
42,300
139
$379K 0.11%
3,148
+177
140
$375K 0.11%
3,596
-125
141
$371K 0.1%
2,244
+555
142
$368K 0.1%
4,145
+120
143
$368K 0.1%
+11,314
144
$367K 0.1%
22,601
+12,151
145
$364K 0.1%
5,092
+418
146
$364K 0.1%
2,857
147
$364K 0.1%
12,167
-1,059
148
$363K 0.1%
3,791
+180
149
$360K 0.1%
5,194
150
$357K 0.1%
5,182
+1,403
4 5
6
7 8