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
$357M
AUM Growth
+$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$6.39M
3
+$2.58M
4
DRI icon
Darden Restaurants
DRI
+$2.44M
5
VPU icon
Vanguard Utilities ETF
VPU
+$2.36M

Top Sells

1
+$6.05M
2
+$2.26M
3
+$2.21M
4
INTC icon
Intel
INTC
+$907K
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$578K

Sector Composition

1 Technology 15.25%
2 Consumer Discretionary 6.87%
3 Financials 6.55%
4 Consumer Staples 6.17%
5 Industrials 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$353K 0.1%
+17,023
152
$348K 0.1%
36,213
153
$344K 0.1%
3,747
+20
154
$343K 0.1%
14,637
+2,675
155
$342K 0.1%
3,411
+208
156
$339K 0.1%
4,532
+84
157
$337K 0.09%
13,011
+3,264
158
$332K 0.09%
8,232
-1,120
159
$321K 0.09%
+19,565
160
$321K 0.09%
5,741
161
$315K 0.09%
252
162
$315K 0.09%
3,714
-797
163
$315K 0.09%
2,152
+17
164
$315K 0.09%
+3,170
165
$314K 0.09%
+16,368
166
$310K 0.09%
2,964
167
$310K 0.09%
4,170
168
$303K 0.08%
+9,021
169
$301K 0.08%
+6,512
170
$296K 0.08%
3,451
+19
171
$296K 0.08%
+7,066
172
$293K 0.08%
2,503
173
$292K 0.08%
9,488
-2,914
174
$291K 0.08%
6,563
+3,843
175
$289K 0.08%
+7,210
5 6
7
8 9