SFA
Sequoia Financial Advisors Portfolio holdings
AUM
$14.6B
1-Year Return
18.3%
This Quarter Return
+4.19%
1 Year Return
+18.3%
3 Year Return
+64.01%
5 Year Return
+94.57%
10 Year Return
+174.65%
AUM
$844M
AUM Growth
+$37.3M
(+4.6%)
Cap. Flow
+$7.94M
Cap. Flow
% of AUM
0.94%
Top 10 Holdings %
Top 10 Hldgs %
48.17%
Holding
309
New
24
Increased
135
Reduced
87
Closed
20
Top Buys
| 1 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$10.2M |
| 2 |
Hanesbrands
HBI
|
$4.5M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$4.03M |
| 4 |
SPDR S&P Global Infrastructure ETF
GII
|
$3.32M |
| 5 |
Williams-Sonoma
WSM
|
$2.07M |
Top Sells
| 1 |
First Trust Dow Jones Internet Index Fund ETF
FDN
|
$12.2M |
| 2 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$5.31M |
| 3 |
Expedia Group
EXPE
|
$4.59M |
| 4 |
Darden Restaurants
DRI
|
$4.3M |
| 5 |
Yum! Brands
YUM
|
$2.69M |
Sector Composition
| 1 | Technology | 7.66% |
| 2 | Financials | 5.89% |
| 3 | Consumer Discretionary | 4.09% |
| 4 | Industrials | 3.54% |
| 5 | Healthcare | 2.93% |
