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
201
$239K 0.07%
2,715
202
$238K 0.07%
+9,961
203
$236K 0.07%
2,984
+34
204
$234K 0.07%
9,402
-14,382
205
$233K 0.07%
6,676
+510
206
$230K 0.06%
+2,864
207
$228K 0.06%
+6,986
208
$224K 0.06%
20,208
+40
209
$224K 0.06%
7,836
210
$223K 0.06%
+1,347
211
$221K 0.06%
3,533
212
$221K 0.06%
+9,996
213
$219K 0.06%
4,089
-147
214
$218K 0.06%
+1,600
215
$217K 0.06%
4,108
+19
216
$217K 0.06%
+4,314
217
$217K 0.06%
+2,605
218
$215K 0.06%
2,246
219
$215K 0.06%
+1,152
220
$211K 0.06%
+4,168
221
$210K 0.06%
+1,527
222
$209K 0.06%
+6,075
223
$208K 0.06%
31,640
-1,064
224
$205K 0.06%
12,114
225
$204K 0.06%
1,777
7 8
9
10 11