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
$844M
AUM Growth
+$37.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$4.5M
3
+$4.03M
4
GII icon
SPDR S&P Global Infrastructure ETF
GII
+$3.32M
5
WSM icon
Williams-Sonoma
WSM
+$2.07M

Top Sells

1
+$12.2M
2
+$5.31M
3
+$4.59M
4
DRI icon
Darden Restaurants
DRI
+$4.3M
5
YUM icon
Yum! Brands
YUM
+$2.69M

Sector Composition

1 Technology 7.66%
2 Financials 5.89%
3 Consumer Discretionary 4.09%
4 Industrials 3.54%
5 Healthcare 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$91.2M 10.81%
1,496,123
+167,603
2
$78.7M 9.32%
607,385
+31,081
3
$58.6M 6.94%
1,275,014
+40,772
4
$41.1M 4.87%
863,549
-23,402
5
$30.5M 3.61%
791,572
+8,744
6
$27.8M 3.29%
865,644
+55,760
7
$25.7M 3.05%
234,613
+16,890
8
$21.6M 2.56%
226,253
-385
9
$16M 1.9%
1,602,828
+25,350
10
$15.4M 1.82%
138,860
+11,952
11
$14.5M 1.72%
575,730
-5,565
12
$13.8M 1.64%
266,438
+63,946
13
$12.3M 1.46%
322,740
-24,274
14
$11.3M 1.34%
61,528
+1,083
15
$10.9M 1.29%
153,365
-4,219
16
$10.7M 1.26%
200,096
17
$10.6M 1.25%
74,267
18
$9.68M 1.15%
376,926
+4,215
19
$9.37M 1.11%
248,446
+80
20
$8.85M 1.05%
170,668
-127
21
$7.09M 0.84%
87,458
+1,861
22
$6.92M 0.82%
128,194
+708
23
$6.44M 0.76%
189,248
-1,891
24
$6.1M 0.72%
233,128
-4,774
25
$6.05M 0.72%
361,386
-56,810
1
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