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
$1.57B
AUM Growth
+$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$22M
2
+$12.9M
3
+$7.13M
4
GII icon
State Street SPDR S&P Global Infrastructure ETF
GII
+$4.66M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$4.55M

Top Sells

1
+$5.17M
2
+$1.2M
3
+$860K
4
XOM icon
Exxon Mobil
XOM
+$787K
5
PFE icon
Pfizer
PFE
+$709K

Sector Composition

1 Technology 5.58%
2 Financials 3.54%
3 Healthcare 2.96%
4 Consumer Discretionary 2.46%
5 Industrials 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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3,830
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227
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249
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250
$404K 0.03%
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10
11 12