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
$230M
AUM Growth
-$6.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$3.08M
3
+$2.68M
4
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$1.37M
5
FDX icon
FedEx
FDX
+$1.31M

Top Sells

1
+$1.55M
2
+$1.51M
3
+$1.5M
4
BDX icon
Becton Dickinson
BDX
+$1.48M
5
PNC icon
PNC Financial Services
PNC
+$1.47M

Sector Composition

1 Technology 8.44%
2 Healthcare 5.58%
3 Industrials 4.45%
4 Consumer Staples 3.89%
5 Financials 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$218K 0.09%
5,045
-351
152
$216K 0.09%
10,854
-4,880
153
$214K 0.09%
+12,825
154
$213K 0.09%
2,819
-194
155
$212K 0.09%
+2,582
156
$210K 0.09%
+2,159
157
$208K 0.09%
2,159
-518
158
$206K 0.09%
3,633
-290
159
$205K 0.09%
2,485
+101
160
$204K 0.09%
4,107
-427
161
$201K 0.09%
+2,036
162
$200K 0.09%
5,067
-2,407
163
$187K 0.08%
664
164
$180K 0.08%
+10,185
165
$171K 0.07%
12,114
-1,716
166
$135K 0.06%
+55,632
167
$131K 0.06%
16,252
-2,096
168
$118K 0.05%
39,246
-2,442
169
$44K 0.02%
1,180
-250
170
$21K 0.01%
+893
171
– –
0
172
$7K ﹤0.01%
667
173
– –
-2,366
174
– –
-3,318
175
– –
-3,517
5 6
7
8 9