SFA

Sequoia Financial Advisors Portfolio holdings

AUM $16.4B
1-Year Est. Return 19%
This Quarter Est. Return
1 Year Est. Return
+19%
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
+$80.5M
2
+$18M
3
+$9.34M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$3.95M
5
TD icon
Toronto Dominion Bank
TD
+$3.89M

Top Sells

1
+$157M
2
+$9.52M
3
+$7.79M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$7.53M
5
AAPL icon
Apple
AAPL
+$4.67M

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
– –
-1,184
532
– –
-1,091
533
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-650
534
– –
-2,330
535
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-1,926
536
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-2,286
537
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-11,500
538
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-4,013
539
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-1,409
540
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-6,414
541
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-3,320
542
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-1,153
543
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-1,365
544
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-1,514
545
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-1,887
546
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-8,308
547
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-10,798
548
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-10,705
549
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-1,936
550
– –
-10,014
20 21
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