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
$1.34B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$12.4M
3
+$8.1M
4
RWO icon
State Street SPDR Dow Jones Global Real Estate ETF
RWO
+$6.4M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$5.58M

Top Sells

1
+$2.64M
2
+$1.8M
3
+$1.51M
4
DD icon
DuPont de Nemours
DD
+$818K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$749K

Sector Composition

1 Technology 5.32%
2 Financials 3.53%
3 Healthcare 3.03%
4 Consumer Discretionary 2.67%
5 Industrials 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-11,281
377
– –
-8,207
378
– –
-209
379
– –
-2,718
380
– –
-2,687
381
– –
-1,491
382
– –
-1,735
383
– –
-4,710
384
– –
-2,434
385
– –
-11,685
386
– –
-17,302
387
– –
-5,300
388
– –
-6,001
389
– –
-3,295
390
– –
-5,656
391
– –
-18,717
392
– –
-4,206
12 13 14 15
16