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
$844M
AUM Growth
+$37.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$4.5M
3
+$4.03M
4
GII icon
SPDR S&P Global Infrastructure ETF
GII
+$3.32M
5
WSM icon
Williams-Sonoma
WSM
+$2.07M

Top Sells

1
+$12.2M
2
+$5.31M
3
+$4.59M
4
DRI icon
Darden Restaurants
DRI
+$4.3M
5
YUM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$328K 0.04%
4,703
+376
202
$326K 0.04%
14,425
-100
203
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14,961
204
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1,868
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205
$323K 0.04%
7,218
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206
$316K 0.04%
5,040
207
$313K 0.04%
10,043
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208
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8,118
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209
$308K 0.04%
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210
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18,640
211
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1,931
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212
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213
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-203
214
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215
$288K 0.03%
6,891
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216
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217
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218
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13,115
219
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220
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221
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14,366
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222
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1,468
-292
223
$273K 0.03%
10,159
+7
224
$271K 0.03%
3,266
225
$265K 0.03%
5,272
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