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
301
– –
-5,199
302
– –
-5,421
303
– –
-5,053
304
– –
-49,906
305
– –
-5,671
306
– –
-4,599
307
– –
-8,027
308
– –
-524
309
– –
-3,475
310
– –
-18,485
311
– –
-1,149
312
– –
-32,310
313
– –
-3,502
314
– –
-50,513
315
– –
-23,448
316
– –
-3,968
317
– –
-2,523
318
– –
-89,569
319
– –
-1,671
320
– –
-4,969
321
– –
-2,176
322
– –
-21,800
323
– –
-1,576
324
– –
-5,771
325
– –
-1,044
11 12
13
14 15