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
$2.74B
AUM Growth
+$353M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$73.9M
2
+$37.6M
3
+$32.6M
4
SPGM icon
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$26.6M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$13.8M

Top Sells

1
+$62.8M
2
+$57.1M
3
+$32.1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$16.6M
5
CNC icon
Centene
CNC
+$7.33M

Sector Composition

1 Technology 7.7%
2 Financials 3.71%
3 Consumer Discretionary 3.12%
4 Healthcare 2.93%
5 Industrials 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$10K ﹤0.01%
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491
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493
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