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
$699M
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$11.7M
3
+$10.8M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$10.3M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$10.1M

Top Sells

1
+$3.59M
2
+$2.78M
3
+$2.54M
4
CAH icon
Cardinal Health
CAH
+$2.23M
5
YUM icon
Yum! Brands
YUM
+$1.9M

Sector Composition

1 Technology 8.5%
2 Financials 5.38%
3 Consumer Discretionary 3.94%
4 Industrials 3.44%
5 Consumer Staples 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$337K 0.05%
4,734
+100
177
$335K 0.05%
4,170
178
$334K 0.05%
23,703
+6,386
179
$334K 0.05%
+14,755
180
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15,930
+4,576
181
$329K 0.05%
4,868
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182
$329K 0.05%
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-200
183
$328K 0.05%
6,401
+1,720
184
$327K 0.05%
8,203
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185
$326K 0.05%
3,770
-70
186
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38,568
+11,088
187
$318K 0.05%
4,801
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188
$313K 0.04%
13,405
-1,749
189
$312K 0.04%
2,503
190
$312K 0.04%
12,267
+3,175
191
$310K 0.04%
6,176
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192
$305K 0.04%
6,751
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193
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1,842
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194
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195
$296K 0.04%
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196
$296K 0.04%
4,100
+253
197
$289K 0.04%
2,611
-80
198
$287K 0.04%
3,695
+530
199
$287K 0.04%
+14,475
200
$285K 0.04%
2,018
6 7
8
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