SFA

Sequoia Financial Advisors Portfolio holdings

AUM $16.4B
1-Year Est. Return 18.99%
This Quarter Est. Return
1 Year Est. Return
+18.99%
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
551
– –
-5,000
552
– –
-9,627
553
– –
-13,885
554
– –
-4,044
555
– –
-7,120
556
– –
-1,862
557
– –
-16,606
558
– –
-2,212
559
– –
-5,685
560
– –
-2,267
561
– –
-7,000
562
– –
-2,480
563
– –
-5,366
564
– –
-96,313
565
– –
-5,858
566
– –
-779
567
– –
-11,327
568
– –
-12,157
569
– –
-1,239
570
– –
-4,794
571
– –
-4,311
572
– –
-11,892
573
– –
-10,263
574
– –
-4,155
575
– –
-11,008
21 22
23
24 25