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
$132M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$6.9M
2
+$4.38M
3
+$1.87M
4
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$1.34M
5
CSCO icon
Cisco
CSCO
+$1.03M

Top Sells

1
+$5.2M
2
+$1.92M
3
+$1.81M
4
CAH icon
Cardinal Health
CAH
+$1.33M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.2M

Sector Composition

1 Technology 12.61%
2 Financials 6.86%
3 Healthcare 6.65%
4 Energy 6.6%
5 Industrials 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.1M 10.7%
268,859
-99,184
2
$6.9M 5.24%
+174,950
3
$6.51M 4.95%
456,021
+71,838
4
$4.43M 3.37%
730,776
-197,592
5
$4.38M 3.33%
+34,186
6
$4.22M 3.2%
187,036
+11,252
7
$3.21M 2.44%
25,510
+76
8
$2.65M 2.02%
59,982
-40,852
9
$2.5M 1.9%
100,477
+41,515
10
$2.49M 1.89%
59,759
+2,634
11
$2.33M 1.77%
244,707
+1,838
12
$1.99M 1.51%
75,473
+5,225
13
$1.94M 1.48%
77,625
+495
14
$1.87M 1.42%
+16,229
15
$1.74M 1.32%
19,566
+2,912
16
$1.71M 1.3%
13,547
+7,051
17
$1.66M 1.26%
623
+76
18
$1.48M 1.12%
47,789
+1,814
19
$1.44M 1.1%
14,343
+447
20
$1.34M 1.02%
+14,831
21
$1.33M 1.01%
30,790
+21,698
22
$1.31M 1%
12,334
+6
23
$1.3M 0.99%
6,612
24
$1.12M 0.85%
10,898
+584
25
$1.1M 0.84%
22,580
+6,081
1
2 3 4 5