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
$3.17B
AUM Growth
-$363M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
610
New
Increased
Reduced
Closed

Top Buys

1
+$83M
2
+$20M
3
+$9.43M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$4.13M
5
TD icon
Toronto Dominion Bank
TD
+$4.1M

Top Sells

1
+$163M
2
+$9.99M
3
+$8.76M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$8.56M
5
AAPL icon
Apple
AAPL
+$5.3M

Sector Composition

1 Technology 5.92%
2 Financials 4.11%
3 Healthcare 3.09%
4 Consumer Discretionary 2.61%
5 Consumer Staples 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$39K ﹤0.01%
+10,462
527
$13K ﹤0.01%
20
528
$12K ﹤0.01%
+962
529
$12K ﹤0.01%
44
530
$5K ﹤0.01%
+20,800
531
– –
-1,936
532
– –
-10,014
533
– –
-3,880
534
– –
-8,010
535
– –
-2,216
536
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-3,139
537
– –
-14,139
538
– –
-5,083
539
– –
-2,229
540
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-1,184
541
– –
-1,091
542
– –
-650
543
– –
-2,330
544
– –
-1,926
545
– –
-11,500
546
– –
-1,409
547
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-6,414
548
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-1,153
549
– –
-1,365
550
– –
-1,514
20 21
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