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
$230M
AUM Growth
-$6.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$3.08M
3
+$2.68M
4
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$1.37M
5
FDX icon
FedEx
FDX
+$1.31M

Top Sells

1
+$1.55M
2
+$1.51M
3
+$1.5M
4
BDX icon
Becton Dickinson
BDX
+$1.48M
5
PNC icon
PNC Financial Services
PNC
+$1.47M

Sector Composition

1 Technology 8.44%
2 Healthcare 5.58%
3 Industrials 4.45%
4 Consumer Staples 3.89%
5 Financials 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-6,589
177
– –
-10,690
178
– –
-2,586
179
– –
-1,749
180
– –
-2,869
181
– –
-14,530
182
– –
-9,634
183
– –
-22,988
184
– –
-8,727
185
– –
-1,519
186
– –
-8,123
187
– –
-1,791
188
– –
-4,180
189
– –
-5,314
190
– –
-2,911
191
– –
-5,703
192
– –
-1,614
193
– –
-3,799
194
– –
-4,053
195
– –
-2,307
196
– –
-3,028
197
– –
-1,559
198
– –
-1,744
199
– –
-13,643
200
– –
-10,161
5 6 7
8
9