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
$146M
AUM Growth
+$2.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$2.18M
3
+$1.99M
4
ETN icon
Eaton
ETN
+$1.78M
5
ACN icon
Accenture
ACN
+$1.16M

Top Sells

1
+$2.03M
2
+$1.71M
3
+$1.28M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$1.14M
5
EMC
EMC CORPORATION
EMC
+$1M

Sector Composition

1 Technology 12.53%
2 Healthcare 8.68%
3 Financials 6.7%
4 Consumer Staples 4.95%
5 Energy 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-8,120
177
– –
-4,905
178
– –
-6,270
179
– –
-12,176
180
– –
-7,359
181
– –
-7,119
182
– –
-8,355
4 5 6 7
8