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
$144M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$5.63M
2
+$2.44M
3
+$1.79M
4
EPD icon
Enterprise Products Partners
EPD
+$1.74M
5
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$1.65M

Top Sells

1
+$1.12M
2
+$1.08M
3
+$965K
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$954K
5
EMC
EMC CORPORATION
EMC
+$915K

Sector Composition

1 Technology 12.45%
2 Energy 11.03%
3 Healthcare 6.25%
4 Financials 5.52%
5 Industrials 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
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