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
$146M
AUM Growth
+$2.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$2.18M
3
+$1.99M
4
ETN icon
Eaton
ETN
+$1.78M
5
ACN icon
Accenture
ACN
+$1.16M

Top Sells

1
+$2.03M
2
+$1.71M
3
+$1.28M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$1.14M
5
EMC
EMC CORPORATION
EMC
+$1M

Sector Composition

1 Technology 12.53%
2 Healthcare 8.68%
3 Financials 6.7%
4 Consumer Staples 4.95%
5 Energy 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.9M 8.1%
258,227
+7,344
2
$9.48M 6.47%
198,584
+71,491
3
$7.66M 5.23%
255,947
+33,124
4
$6.91M 4.72%
470,160
+864
5
$4.74M 3.24%
171,880
-8,716
6
$3.7M 2.53%
571,008
-2,856
7
$3.42M 2.34%
30,101
-2,694
8
$3.12M 2.13%
41,969
+26,737
9
$2.85M 1.94%
61,242
+3,097
10
$2.76M 1.89%
88,256
+8,178
11
$2.64M 1.81%
251,340
12
$2.48M 1.7%
18,295
+1,492
13
$2.23M 1.52%
17,287
-15,730
14
$2.19M 1.5%
76,665
+2,073
15
$2.18M 1.49%
+15,169
16
$2M 1.37%
21,912
+2,043
17
$1.99M 1.36%
37,712
+2,620
18
$1.89M 1.29%
68,091
-34,739
19
$1.79M 1.23%
17,761
+5,221
20
$1.78M 1.22%
+26,254
21
$1.64M 1.12%
16,045
+1,112
22
$1.45M 0.99%
30,602
-24,213
23
$1.39M 0.95%
6,713
+101
24
$1.37M 0.94%
15,063
+1,097
25
$1.3M 0.89%
17,072
+2,746
1
2 3 4 5