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
$230M
AUM Growth
-$6.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$3.08M
3
+$2.68M
4
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$1.37M
5
FDX icon
FedEx
FDX
+$1.31M

Top Sells

1
+$1.55M
2
+$1.51M
3
+$1.5M
4
BDX icon
Becton Dickinson
BDX
+$1.48M
5
PNC icon
PNC Financial Services
PNC
+$1.47M

Sector Composition

1 Technology 8.44%
2 Healthcare 5.58%
3 Industrials 4.45%
4 Consumer Staples 3.89%
5 Financials 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32.5M 14.11%
718,668
+19,039
2
$10.6M 4.62%
113,935
+9,392
3
$9.75M 4.24%
210,670
+22,743
4
$8.9M 3.87%
293,005
-49,725
5
$8.28M 3.6%
623,586
+57,810
6
$7.46M 3.24%
286,070
+25,762
7
$6.19M 2.69%
400,080
+44,385
8
$5.79M 2.52%
243,907
+57,607
9
$5.12M 2.23%
177,869
+19,330
10
$4.88M 2.12%
176,896
-4,620
11
$4.63M 2.01%
338,116
+50,844
12
$4.41M 1.92%
102,875
+11,582
13
$4.33M 1.88%
567,798
+414,216
14
$4.3M 1.87%
135,580
+97,260
15
$4.2M 1.83%
207,846
+31,430
16
$3.74M 1.63%
142,485
+27,418
17
$3.6M 1.57%
36,666
+7,405
18
$2.89M 1.26%
29,426
+3,741
19
$2.74M 1.19%
25,628
-1,656
20
$2.68M 1.16%
+38,902
21
$2.6M 1.13%
245,570
-630
22
$2.37M 1.03%
20,760
+10,203
23
$1.91M 0.83%
24,007
+4,651
24
$1.85M 0.8%
9,638
+3,432
25
$1.83M 0.79%
81,392
+15,524
1
2 3 4 5