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
$844M
AUM Growth
+$37.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$4.5M
3
+$4.03M
4
GII icon
SPDR S&P Global Infrastructure ETF
GII
+$3.32M
5
WSM icon
Williams-Sonoma
WSM
+$2.07M

Top Sells

1
+$12.2M
2
+$5.31M
3
+$4.59M
4
DRI icon
Darden Restaurants
DRI
+$4.3M
5
YUM icon
Yum! Brands
YUM
+$2.69M

Sector Composition

1 Technology 7.66%
2 Financials 5.89%
3 Consumer Discretionary 4.09%
4 Industrials 3.54%
5 Healthcare 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$697K 0.08%
4,991
+905
127
$696K 0.08%
+32,460
128
$674K 0.08%
3,843
+317
129
$658K 0.08%
8,236
+504
130
$656K 0.08%
8,913
-36,493
131
$643K 0.08%
18,760
132
$636K 0.08%
5,896
-1,325
133
$635K 0.08%
4,353
-70
134
$625K 0.07%
12,478
-540
135
$610K 0.07%
4,874
136
$609K 0.07%
5,787
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137
$605K 0.07%
10,504
+3,720
138
$598K 0.07%
36,241
+28
139
$581K 0.07%
3,710
+242
140
$567K 0.07%
4,206
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141
$566K 0.07%
15,075
-15
142
$562K 0.07%
7,696
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143
$547K 0.06%
9,007
-7,941
144
$530K 0.06%
14,476
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145
$526K 0.06%
3,870
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146
$522K 0.06%
10,860
+1,460
147
$515K 0.06%
9,935
-348
148
$511K 0.06%
+7,187
149
$506K 0.06%
6,033
+406
150
$505K 0.06%
36,159
-1,558
4 5
6
7 8