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
426
– –
-1,209
427
– –
-172,590
428
– –
-9,856
14 15 16 17
18