SFA
Sequoia Financial Advisors Portfolio holdings
AUM
$14.6B
This Quarter Return
+1.25%
1 Year Return
+18.3%
3 Year Return
+64.01%
5 Year Return
+94.57%
10 Year Return
+174.65%
AUM
$699M
AUM Growth
+$699M
(+30%)
Cap. Flow
+$163M
Cap. Flow
% of AUM
23.27%
Top 10 Holdings %
Top 10 Hldgs %
43.56%
Holding
289
New
39
Increased
134
Reduced
74
Closed
14
Top Buys
Top Sells
| 1 |
Tyson Foods
TSN
|
$3.59M |
| 2 |
Gen Digital
GEN
|
$2.78M |
| 3 |
Cisco
CSCO
|
$2.54M |
| 4 |
Cardinal Health
CAH
|
$2.23M |
| 5 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$1.74M |
Sector Composition
| 1 | Technology | 8.5% |
| 2 | Financials | 5.38% |
| 3 | Consumer Discretionary | 3.94% |
| 4 | Industrials | 3.44% |
| 5 | Consumer Staples | 2.69% |
