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
$864M
AUM Growth
-$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$11.5M
3
+$5.78M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.67M
5
NOW icon
ServiceNow
NOW
+$4.42M

Top Sells

1
+$46.8M
2
+$9.67M
3
+$5.04M
4
LAZ icon
Lazard
LAZ
+$4.73M
5
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$4.41M

Sector Composition

1 Technology 5.05%
2 Financials 3.55%
3 Healthcare 3.13%
4 Consumer Discretionary 2.71%
5 Industrials 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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