SFA

Sequoia Financial Advisors Portfolio holdings

AUM $17.9B
1-Year Est. Return 20.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$951M
AUM Growth
+$1.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$11.3M
3
+$5.32M
4
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$4.37M
5
CRM icon
Salesforce
CRM
+$4.22M

Top Sells

1
+$22.9M
2
+$5.76M
3
+$5.48M
4
C icon
Citigroup
C
+$4.9M
5
BIIB icon
Biogen
BIIB
+$4.43M

Sector Composition

1 Technology 8.93%
2 Financials 6.35%
3 Consumer Discretionary 4%
4 Healthcare 2.28%
5 Industrials 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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16,337
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227
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6,400
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241
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248
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249
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250
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10
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