SFA
Sequoia Financial Advisors Portfolio holdings
AUM
$14.6B
1-Year Return
18.3%
This Quarter Return
+5.61%
1 Year Return
+18.3%
3 Year Return
+64.01%
5 Year Return
+94.57%
10 Year Return
+174.65%
AUM
$132M
AUM Growth
+$11.5M
(+9.6%)
Cap. Flow
+$5.32M
Cap. Flow
% of AUM
4.05%
Top 10 Holdings %
Top 10 Hldgs %
39.04%
Holding
185
New
30
Increased
82
Reduced
32
Closed
27
Top Buys
| 1 |
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
|
$6.9M |
| 2 |
SPDR Gold Trust
GLD
|
$4.38M |
| 3 |
Becton Dickinson
BDX
|
$1.87M |
| 4 |
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
|
$1.34M |
| 5 |
Cisco
CSCO
|
$1.03M |
Top Sells
| 1 |
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
|
$5.2M |
| 2 |
Enterprise Products Partners
EPD
|
$1.92M |
| 3 |
Utilities Select Sector SPDR Fund
XLU
|
$1.81M |
| 4 |
Cardinal Health
CAH
|
$1.33M |
| 5 |
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 | 6.57% |
