SFA
Sequoia Financial Advisors Portfolio holdings
AUM
$14.6B
1-Year Return
18.3%
This Quarter Return
+1.57%
1 Year Return
+18.3%
3 Year Return
+64.01%
5 Year Return
+94.57%
10 Year Return
+174.65%
AUM
$309M
AUM Growth
+$61.5M
(+25%)
Cap. Flow
+$56.1M
Cap. Flow
% of AUM
18.12%
Top 10 Holdings %
Top 10 Hldgs %
41.09%
Holding
219
New
42
Increased
84
Reduced
62
Closed
16
Top Buys
| 1 |
Apple
AAPL
|
$14.1M |
| 2 |
LVLT
Level 3 Communications Inc
LVLT
|
$10.6M |
| 3 |
Nike
NKE
|
$10.2M |
| 4 |
Intuit
INTU
|
$8.05M |
| 5 |
Intel
INTC
|
$5.08M |
Top Sells
| 1 |
SPDR Dow Jones Global Real Estate ETF
RWO
|
$5.64M |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
$4.99M |
| 3 |
Accenture
ACN
|
$4.24M |
| 4 |
Schwab Emerging Markets Equity ETF
SCHE
|
$1.77M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$1.77M |
Sector Composition
| 1 | Technology | 16.5% |
| 2 | Industrials | 7.35% |
| 3 | Financials | 6.34% |
| 4 | Consumer Discretionary | 5.09% |
| 5 | Healthcare | 4.14% |
