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
$357M
AUM Growth
+$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$6.39M
3
+$2.58M
4
DRI icon
Darden Restaurants
DRI
+$2.44M
5
VPU icon
Vanguard Utilities ETF
VPU
+$2.36M

Top Sells

1
+$6.05M
2
+$2.26M
3
+$2.21M
4
INTC icon
Intel
INTC
+$907K
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$578K

Sector Composition

1 Technology 15.25%
2 Consumer Discretionary 6.87%
3 Financials 6.55%
4 Consumer Staples 6.17%
5 Industrials 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$288K 0.08%
22,944
+3,191
177
$285K 0.08%
5,272
178
$284K 0.08%
1,145
+158
179
$283K 0.08%
12,070
-825
180
$282K 0.08%
3,753
-13
181
$281K 0.08%
+11,439
182
$281K 0.08%
+3,669
183
$281K 0.08%
7,278
+60
184
$279K 0.08%
+6,027
185
$277K 0.08%
2,168
186
$272K 0.08%
6,553
+1,700
187
$270K 0.08%
2,015
+12
188
$270K 0.08%
+10,560
189
$270K 0.08%
5,926
-40
190
$264K 0.07%
+9,123
191
$263K 0.07%
2,022
+20
192
$258K 0.07%
+1,400
193
$256K 0.07%
+32,680
194
$250K 0.07%
+13,126
195
$247K 0.07%
+17,379
196
$247K 0.07%
+2,076
197
$246K 0.07%
2,160
198
$244K 0.07%
+4,506
199
$244K 0.07%
+19,629
200
$243K 0.07%
+4,821
6 7
8
9 10