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
$807M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$8.78M
2
+$3.69M
3
+$3.44M
4
GNR icon
State Street SPDR S&P Global Natural Resources ETF
GNR
+$3.05M
5
WSM icon
Williams-Sonoma
WSM
+$2.38M

Top Sells

1
+$7.83M
2
+$6.24M
3
+$5.92M
4
RWO icon
State Street SPDR Dow Jones Global Real Estate ETF
RWO
+$5.74M
5
PEP icon
PepsiCo
PEP
+$3.62M

Sector Composition

1 Technology 7.82%
2 Financials 5.55%
3 Consumer Discretionary 5.08%
4 Industrials 3.73%
5 Healthcare 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$79K 0.01%
22,595
277
$65K 0.01%
1,180
278
$60K 0.01%
3,067
-622
279
$42K 0.01%
3,200
280
$41K 0.01%
12,238
281
$40K 0.01%
11,000
282
$28K ﹤0.01%
12,500
283
$24K ﹤0.01%
879
284
$14K ﹤0.01%
12,000
285
$3K ﹤0.01%
667
286
– –
-18,226
287
– –
-4,708
288
– –
-10,080
289
– –
-53,184
290
– –
-3,963
291
– –
-3,906
292
– –
-30,000
293
– –
-26,582
294
– –
-4,635
295
– –
-6,034
296
– –
-12,987
297
– –
-7,406
298
– –
-7,680
299
– –
-14,475
300
– –
-33,713
9 10 11
12
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