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
$1.01B
AUM Growth
+$67.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$39.8M
2
+$16M
3
+$4.68M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$3.77M
5
ATI icon
ATI
ATI
+$2.39M

Top Sells

1
+$17.6M
2
+$7.27M
3
+$2.87M
4
DLTR icon
Dollar Tree
DLTR
+$2.36M
5
CHRW icon
C.H. Robinson
CHRW
+$2.35M

Sector Composition

1 Technology 5.83%
2 Financials 4.96%
3 Healthcare 3.16%
4 Consumer Discretionary 2.57%
5 Industrials 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$231K 0.02%
727
277
$230K 0.02%
7,111
-230
278
$230K 0.02%
+7,062
279
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1,410
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280
$230K 0.02%
+2,864
281
$228K 0.02%
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282
$226K 0.02%
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-395
283
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4,150
284
$223K 0.02%
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285
$222K 0.02%
+5,944
286
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287
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288
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-153
289
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+7,120
290
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291
$215K 0.02%
+5,708
292
$213K 0.02%
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293
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294
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295
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296
$209K 0.02%
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297
$206K 0.02%
32,756
-4,072
298
$206K 0.02%
+2,634
299
$205K 0.02%
2,215
+31
300
$201K 0.02%
+6,154
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