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
$357M
AUM Growth
+$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$6.39M
3
+$2.58M
4
DRI icon
Darden Restaurants
DRI
+$2.44M
5
VPU icon
Vanguard Utilities ETF
VPU
+$2.36M

Top Sells

1
+$6.05M
2
+$2.26M
3
+$2.21M
4
INTC icon
Intel
INTC
+$907K
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$578K

Sector Composition

1 Technology 15.25%
2 Consumer Discretionary 6.87%
3 Financials 6.55%
4 Consumer Staples 6.17%
5 Industrials 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32.5M 9.11%
645,524
-4,180
2
$18.4M 5.15%
768,272
+15,852
3
$11.2M 3.14%
417,748
+1,740
4
$10.6M 2.97%
710,403
-13,443
5
$10.3M 2.89%
200,000
6
$9.62M 2.7%
174,325
+68
7
$8.93M 2.5%
376,314
-1,750
8
$8.75M 2.45%
84,729
+10,022
9
$8.63M 2.42%
77,352
10
$7.84M 2.2%
74,023
+63,688
11
$7.72M 2.16%
476,820
-12,685
12
$7.63M 2.14%
261,626
+5,655
13
$6.47M 1.81%
477,366
-4,838
14
$6.39M 1.79%
+107,149
15
$6.02M 1.69%
209,693
+24,515
16
$5.45M 1.53%
116,770
+12,004
17
$4.92M 1.38%
202,242
+25,551
18
$4.76M 1.34%
145,237
-27,656
19
$4.48M 1.26%
360,000
20
$3.73M 1.04%
25,676
+17,757
21
$3.66M 1.03%
43,898
+3,996
22
$3.55M 0.99%
400,800
-7,200
23
$3.54M 0.99%
16,886
+7,952
24
$3.33M 0.93%
156,509
-2,410
25
$3.28M 0.92%
49,065
+1,905
1
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