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
$1.69B
AUM Growth
+$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$18M
3
+$18M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$8.08M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$7.63M

Top Sells

1
+$12M
2
+$9.08M
3
+$4.57M
4
CWI icon
State Street SPDR MSCI ACWI ex-US ETF
CWI
+$3.78M
5
NKE icon
Nike
NKE
+$2.31M

Sector Composition

1 Technology 6.54%
2 Healthcare 3.49%
3 Consumer Discretionary 2.89%
4 Financials 2.55%
5 Communication Services 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-5,586
402
– –
-14,415
403
– –
-949
404
– –
-19,579
405
– –
-14,025
406
– –
-4,248
407
– –
-56,366
408
– –
-2,910
409
– –
-10,000
410
– –
-19,714
411
– –
-1,000
412
– –
-100,950
413
– –
-37,024
414
– –
-1,185
415
– –
-1,838
13 14 15 16
17