SFA

Sequoia Financial Advisors Portfolio holdings

AUM $17.9B
1-Year Est. Return 20.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.32%
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 +$3.35M
2 +$2.99M
3 +$2.89M
4
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$1.48M
5
FDX icon
FedEx
FDX
+$1.45M

Top Sells

1 +$1.79M
2 +$1.55M
3 +$1.55M
4
DD icon
DuPont de Nemours
DD
+$1.5M
5
BDX icon
Becton Dickinson
BDX
+$1.48M

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
201
-9,406