SFA

Sequoia Financial Advisors Portfolio holdings

AUM $17.8B
1-Year Est. Return 21.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.23%
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
– –
-15,096
532
– –
-3,320
533
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-5,366
534
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-8,936
535
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-1,184
536
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-1,091
537
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-650
538
– –
-2,330
539
– –
-1,926
540
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-11,500
541
– –
-4,013
542
– –
-1,409
543
– –
-6,414
544
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545
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-1,365
546
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-1,514
547
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-1,887
548
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-8,308
549
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-10,798
550
– –
-10,705
20 21
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