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
$121M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$5.74M
3
+$5.64M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$5.3M
5
AAPL icon
Apple
AAPL
+$3.36M

Top Sells

No sells this quarter

Sector Composition

1 Energy 14.8%
2 Technology 10.82%
3 Industrials 7.06%
4 Financials 4.94%
5 Healthcare 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.5M 13.61%
+354,924
2
$5.74M 4.75%
+423,108
3
$5.64M 4.67%
+997,200
4
$5.3M 4.39%
+139,693
5
$3.36M 2.78%
+167,664
6
$3.27M 2.7%
+25,390
7
$2.77M 2.3%
+74,184
8
$2.33M 1.93%
+241,601
9
$2.01M 1.66%
+76,491
10
$1.97M 1.63%
+59,400
11
$1.84M 1.52%
+26,051
12
$1.82M 1.51%
+72,439
13
$1.65M 1.36%
+12,267
14
$1.49M 1.23%
+36,244
15
$1.33M 1.1%
+13,106
16
$1.26M 1.04%
+16,204
17
$1.24M 1.03%
+18,625
18
$1.23M 1.02%
+6,612
19
$1.16M 0.96%
+14,233
20
$1.14M 0.94%
+43,838
21
$1.09M 0.91%
+24,391
22
$1.08M 0.89%
+547
23
$1.07M 0.88%
+10,145
24
$1.02M 0.84%
+11,190
25
$936K 0.77%
+37,575
1
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