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
$146M
AUM Growth
+$2.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$2.18M
3
+$1.99M
4
ETN icon
Eaton
ETN
+$1.78M
5
ACN icon
Accenture
ACN
+$1.16M

Top Sells

1
+$2.03M
2
+$1.71M
3
+$1.28M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$1.14M
5
EMC
EMC CORPORATION
EMC
+$1M

Sector Composition

1 Technology 12.53%
2 Healthcare 8.68%
3 Financials 6.7%
4 Consumer Staples 4.95%
5 Energy 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$206K 0.14%
+2,853
152
$204K 0.14%
2,175
-244
153
$203K 0.14%
+2,163
154
$202K 0.14%
+11,020
155
$187K 0.13%
20,977
+2,046
156
$176K 0.12%
+14,071
157
$151K 0.1%
1,429
158
$50K 0.03%
1,430
159
$41K 0.03%
2,593
+1,210
160
$16K 0.01%
667
161
– –
-7,208
162
– –
-8,508
163
– –
-6,760
164
– –
-3,333
165
– –
-6,969
166
– –
-3,820
167
– –
-2,532
168
– –
-4,493
169
– –
-16,597
170
– –
-2,175
171
– –
-1,823
172
– –
-2,609
173
– –
-7,447
174
– –
-6,689
175
– –
-8,316
4 5 6
7
8