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
401
– –
-4,614
402
– –
-14,093
403
– –
-15,255
404
– –
-2,378
405
– –
-2,510
406
– –
-8,495
407
– –
-5,983
408
– –
-3,288
409
– –
-5,647
410
– –
-1,116
411
– –
-3,418
412
– –
-3,624
413
– –
-4,261
414
– –
-1,697
415
– –
-1,560
416
– –
-5,227
417
– –
-37,839
418
– –
-2,424
419
– –
-1,483
420
– –
-3,895
421
– –
-3,212
422
– –
-12,764
423
– –
-6,369
424
– –
-3,609
425
– –
-3,391
14 15 16
17
18