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
$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%
+5,242
153
$201K 0.15%
3,333
-762
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
– –
-15,097
160
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-7,113
161
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-12,505
162
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-9,085
163
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-17,910
164
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-1,341
165
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-10,856
166
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-4,384
167
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-8,802
168
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-4,956
169
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-6,544
170
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-19,416
171
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-12,028
172
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-13,321
173
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-5,886
174
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-12,772
175
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-8,416
4 5 6
7
8