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
$132M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$6.9M
2
+$4.38M
3
+$1.87M
4
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$1.34M
5
CSCO icon
Cisco
CSCO
+$1.03M

Top Sells

1
+$5.2M
2
+$1.92M
3
+$1.81M
4
CAH icon
Cardinal Health
CAH
+$1.33M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.2M

Sector Composition

1 Technology 12.61%
2 Financials 6.86%
3 Healthcare 6.65%
4 Energy 6.6%
5 Industrials 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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-4,956
177
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-8,802
178
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-4,384
179
– –
-10,856
180
– –
-1,341
181
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-17,910
182
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-9,085
183
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-12,505
184
– –
-7,113
185
– –
-15,097
4 5 6 7
8