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
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