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
$699M
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$11.7M
3
+$10.8M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$10.3M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$10.1M

Top Sells

1
+$3.59M
2
+$2.78M
3
+$2.54M
4
CAH icon
Cardinal Health
CAH
+$2.23M
5
YUM icon
Yum! Brands
YUM
+$1.9M

Sector Composition

1 Technology 8.5%
2 Financials 5.38%
3 Consumer Discretionary 3.94%
4 Industrials 3.44%
5 Consumer Staples 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$425K 0.06%
3,541
+700
152
$423K 0.06%
3,615
-79
153
$423K 0.06%
8,486
+1,489
154
$423K 0.06%
+19,980
155
$421K 0.06%
6,122
-260
156
$419K 0.06%
14,129
+48
157
$418K 0.06%
14,807
+7,018
158
$410K 0.06%
4,966
+636
159
$409K 0.06%
3,363
+501
160
$400K 0.06%
5,813
-3,159
161
$399K 0.06%
7,142
162
$399K 0.06%
14,760
-1,698
163
$395K 0.06%
+6,269
164
$383K 0.05%
23,235
+6,717
165
$382K 0.05%
7,443
166
$369K 0.05%
4,394
-180
167
$365K 0.05%
6,249
+251
168
$363K 0.05%
4,788
+57
169
$357K 0.05%
3,212
-49
170
$356K 0.05%
+7,579
171
$355K 0.05%
11,888
172
$351K 0.05%
+8,580
173
$340K 0.05%
127,400
+160
174
$338K 0.05%
2,056
-52
175
$337K 0.05%
4,450
-73
5 6
7
8 9