SFA
Sequoia Financial Advisors Portfolio holdings
AUM
$14.6B
1-Year Return
18.3%
This Quarter Return
-1.77%
1 Year Return
+18.3%
3 Year Return
+64.01%
5 Year Return
+94.57%
10 Year Return
+174.65%
AUM
$237M
AUM Growth
+$18.4M
(+8.4%)
Cap. Flow
+$22.5M
Cap. Flow
% of AUM
9.49%
Top 10 Holdings %
Top 10 Hldgs %
43.19%
Holding
206
New
25
Increased
110
Reduced
32
Closed
18
Top Buys
Top Sells
| 1 |
Invesco Large Cap Value ETF
PWV
|
$2.34M |
| 2 |
Humana
HUM
|
$1.45M |
| 3 |
Becton Dickinson
BDX
|
$1.24M |
| 4 |
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
|
$1.12M |
| 5 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$944K |
Sector Composition
| 1 | Technology | 8.42% |
| 2 | Healthcare | 5.82% |
| 3 | Financials | 5.01% |
| 4 | Industrials | 4.22% |
| 5 | Consumer Staples | 3.44% |
