SFA

Sequoia Financial Advisors Portfolio holdings

AUM $16.4B
1-Year Est. Return 19%
This Quarter Est. Return
1 Year Est. Return
+19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$6.9M
2
+$4.38M
3
+$1.87M
4
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$1.34M
5
CSCO icon
Cisco
CSCO
+$1.03M

Top Sells

1
+$5.2M
2
+$1.92M
3
+$1.81M
4
CAH icon
Cardinal Health
CAH
+$1.33M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.2M

Sector Composition

1 Technology 12.61%
2 Financials 6.86%
3 Healthcare 6.65%
4 Energy 6.6%
5 Industrials 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$202K 0.15%
4,770
-917
152
$201K 0.15%
3,333
-762
153
$201K 0.15%
+5,242
154
$158K 0.12%
14,566
+1,279
155
$123K 0.09%
14,708
156
$49K 0.04%
+1,430
157
$31K 0.02%
+1,248
158
$26K 0.02%
667
159
– –
-12,760
160
– –
-4,069
161
– –
-19,063
162
– –
-55,284
163
– –
-35,416
164
– –
-6,231
165
– –
-12,031
166
– –
-5,549
167
– –
-7,502
168
– –
-8,366
169
– –
-8,416
170
– –
-12,772
171
– –
-5,886
172
– –
-13,321
173
– –
-12,028
174
– –
-19,416
175
– –
-6,544
4 5 6
7
8