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
$699M
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$11.7M
3
+$10.8M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$10.3M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$10.1M

Top Sells

1
+$3.59M
2
+$2.78M
3
+$2.54M
4
CAH icon
Cardinal Health
CAH
+$2.23M
5
YUM icon
Yum! Brands
YUM
+$1.9M

Sector Composition

1 Technology 8.5%
2 Financials 5.38%
3 Consumer Discretionary 3.94%
4 Industrials 3.44%
5 Consumer Staples 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$55.9M 7.99%
484,358
+61,420
2
$44.9M 6.42%
960,497
+68,177
3
$42.6M 6.1%
844,710
+84,756
4
$39.3M 5.62%
957,212
+137,358
5
$35.4M 5.06%
327,329
+27,663
6
$22M 3.14%
758,652
+1,128
7
$19.8M 2.83%
228,800
+215,542
8
$16.5M 2.36%
614,352
+69,756
9
$15M 2.14%
138,488
+31,477
10
$13.2M 1.89%
629,241
+69,925
11
$11.7M 1.67%
+350,583
12
$11.4M 1.62%
1,278,726
+38,268
13
$11.3M 1.61%
200,096
+96
14
$10.8M 1.55%
+156,440
15
$10.3M 1.47%
+128,700
16
$10.1M 1.45%
+162,476
17
$9.54M 1.36%
58,565
+51,715
18
$9.52M 1.36%
290,684
+8,804
19
$8.71M 1.25%
171,394
+147
20
$8.68M 1.24%
337,118
-2,610
21
$8.63M 1.23%
75,267
-2,000
22
$8.21M 1.17%
182,476
+23,294
23
$7.96M 1.14%
76,037
+3,328
24
$7.31M 1.04%
+366,759
25
$7.09M 1.01%
224,208
+166,875
1
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