SFA

Sequoia Financial Advisors Portfolio holdings

AUM $17.9B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
– –
-4,013
532
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-1,409
533
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-6,414
534
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-11,698
535
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-35,072
536
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-8,308
537
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-10,798
538
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-10,705
539
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-7,120
540
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-1,184
541
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-1,091
542
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543
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544
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-1,926
545
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546
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-11,500
547
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548
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549
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550
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-1,514
20 21
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