SFA

Sequoia Financial Advisors Portfolio holdings

AUM $16.4B
1-Year Est. Return 19%
This Quarter Est. Return
1 Year Est. Return
+19%
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
State Street Industrial Select Sector SPDR ETF
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
201
$284K 0.04%
194
-48
202
$283K 0.04%
8,832
+1,160
203
$283K 0.04%
11,690
-1,240
204
$281K 0.04%
1,647
+529
205
$279K 0.04%
4,698
+136
206
$277K 0.04%
2,265
+58
207
$277K 0.04%
3,658
-173
208
$276K 0.04%
+7,986
209
$275K 0.04%
+6,405
210
$274K 0.04%
8,863
+2,232
211
$274K 0.04%
8,135
-962
212
$272K 0.04%
2,026
+249
213
$272K 0.04%
+9,255
214
$272K 0.04%
7,114
-250
215
$271K 0.04%
10,720
-818
216
$269K 0.04%
15,321
+4,991
217
$266K 0.04%
+9,268
218
$263K 0.04%
4,414
219
$263K 0.04%
5,272
220
$263K 0.04%
37,728
+144
221
$260K 0.04%
6,912
-306
222
$259K 0.04%
2,510
-255
223
$258K 0.04%
11,876
-2,975
224
$257K 0.04%
38,696
+23,260
225
$257K 0.04%
+700
7 8
9
10 11