SFA

Sequoia Financial Advisors Portfolio holdings

AUM $17.8B
1-Year Est. Return 21.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$984M
AUM Growth
-$1.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$616K
3
+$300K
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$238K
5
ABNB icon
Airbnb
ABNB
+$203K

Top Sells

1
+$246M
2
+$124M
3
+$97M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$85.6M
5
AAPL icon
Apple
AAPL
+$48.1M

Sector Composition

1 Technology 6.96%
2 Financials 3.73%
3 Consumer Discretionary 2.65%
4 Healthcare 2.3%
5 Communication Services 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$98K 0.01%
25,646
-3,733
252
$66K 0.01%
23,992
-13,320
253
$61K 0.01%
1,005
-195
254
$53K 0.01%
10,000
255
$52K 0.01%
20,000
256
$36K ﹤0.01%
12,755
-9,815
257
$8K ﹤0.01%
15,000
258
– –
-13,244
259
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-9,235
260
– –
-23,538
261
– –
-6,120
262
– –
-35,875
263
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264
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-4,253
265
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266
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-4,596
267
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268
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-3,751
269
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270
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271
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272
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273
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274
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275
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0
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