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
$951M
AUM Growth
+$1.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$11.3M
3
+$5.32M
4
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$4.37M
5
CRM icon
Salesforce
CRM
+$4.22M

Top Sells

1
+$22.9M
2
+$5.76M
3
+$5.48M
4
C icon
Citigroup
C
+$4.9M
5
BIIB icon
Biogen
BIIB
+$4.43M

Sector Composition

1 Technology 8.93%
2 Financials 6.35%
3 Consumer Discretionary 4%
4 Healthcare 2.28%
5 Industrials 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
-7,807
327
– –
-3,552
328
– –
-8,279
329
– –
-5,040
330
– –
-6,326
331
– –
-6,520
332
– –
-8,775
333
– –
-13,115
334
– –
-16,870
335
– –
-12,000
10 11 12 13
14