SFA
Sequoia Financial Advisors Portfolio holdings
AUM
$14.6B
This Quarter Return
+2.53%
1 Year Return
+18.3%
3 Year Return
+64.01%
5 Year Return
+94.57%
10 Year Return
+174.65%
AUM
$120M
AUM Growth
+$120M
(-0.63%)
Cap. Flow
-$2.77M
Cap. Flow
% of AUM
-2.3%
Top 10 Holdings %
Top 10 Hldgs %
39.13%
Holding
169
New
21
Increased
81
Reduced
44
Closed
14
Top Buys
| 1 |
Cisco
CSCO
|
$869K |
| 2 |
Verizon
VZ
|
$785K |
| 3 |
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
|
$611K |
| 4 |
VLP
Valero Energy Partners LP
VLP
|
$598K |
| 5 |
SPDR S&P Dividend ETF
SDY
|
$593K |
Top Sells
| 1 |
Utilities Select Sector SPDR Fund
XLU
|
$1.61M |
| 2 |
ConocoPhillips
COP
|
$1.11M |
| 3 |
Waste Management
WM
|
$1.09M |
| 4 |
Magna International
MGA
|
$820K |
| 5 |
Occidental Petroleum
OXY
|
$808K |
Sector Composition
| 1 | Energy | 14.27% |
| 2 | Technology | 11.59% |
| 3 | Financials | 5.88% |
| 4 | Industrials | 5.72% |
| 5 | Healthcare | 5.41% |
