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
$1.35B
AUM Growth
-$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$11.3M
3
+$4.44M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.21M
5
RWO icon
State Street SPDR Dow Jones Global Real Estate ETF
RWO
+$4.12M

Top Sells

1
+$5.77M
2
+$4.76M
3
+$4.72M
4
BMY icon
Bristol-Myers Squibb
BMY
+$4.13M
5
ATI icon
ATI
ATI
+$3.57M

Sector Composition

1 Technology 5.77%
2 Healthcare 3.2%
3 Consumer Discretionary 2.8%
4 Financials 2.6%
5 Communication Services 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$78K 0.01%
33,709
+3,424
352
$73K 0.01%
+16,012
353
$71K 0.01%
+14,415
354
$60K ﹤0.01%
+2,960
355
$57K ﹤0.01%
68,721
356
$57K ﹤0.01%
1,149
+49
357
$56K ﹤0.01%
+15,500
358
$49K ﹤0.01%
+11,586
359
$48K ﹤0.01%
14,672
-2,441
360
$44K ﹤0.01%
+19,579
361
$35K ﹤0.01%
+11,361
362
$24K ﹤0.01%
+1,000
363
$21K ﹤0.01%
+11,915
364
$15K ﹤0.01%
140
+7
365
$4K ﹤0.01%
+208
366
$2K ﹤0.01%
+10,000
367
– –
-18,773
368
– –
-8,685
369
– –
-2,438
370
– –
-2,831
371
– –
-4,150
372
– –
-10,410
373
– –
-3,918
374
– –
-7,597
375
– –
-1,446
13 14
15
16 17