SFA

Sequoia Financial Advisors Portfolio holdings

AUM $17.9B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.22B
AUM Growth
+$353M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$59.8M
2
+$35.9M
3
+$30.3M
4
CWI icon
State Street SPDR MSCI ACWI ex-US ETF
CWI
+$13.7M
5
RWO icon
State Street SPDR Dow Jones Global Real Estate ETF
RWO
+$11.7M

Top Sells

1
+$16.5M
2
+$6.2M
3
+$5.52M
4
WMT icon
Walmart Inc
WMT
+$5.17M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$4.26M

Sector Composition

1 Technology 5.62%
2 Financials 3.3%
3 Healthcare 3.24%
4 Consumer Discretionary 2.65%
5 Industrials 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$143K 0.01%
12,520
352
$132K 0.01%
+3,295
353
$126K 0.01%
+116
354
$126K 0.01%
+10,296
355
$114K 0.01%
17,769
-9,149
356
$102K 0.01%
+10,680
357
$98K 0.01%
2,600
358
$90K 0.01%
1,250
359
$90K 0.01%
68,735
+35
360
$84K 0.01%
22,595
361
$62K 0.01%
1,100
+87
362
$43K ﹤0.01%
+1,569
363
$10K ﹤0.01%
209
-78
364
$8K ﹤0.01%
1,703
-799
365
– –
0
366
$7K ﹤0.01%
1,253
367
– –
-14,265
368
– –
-30
369
– –
-12,536
370
– –
-4,355
371
– –
-2,105
372
– –
-40,741
373
– –
-6,722
374
– –
-5,083
375
– –
-13,279
12 13 14
15
16