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
576
– –
-16,606
577
– –
-1,862
578
– –
-4,044
579
– –
-13,885
580
– –
-9,627
581
– –
-5,000
582
– –
-6,148
583
– –
-11,280
584
– –
-11,472
585
– –
-17
586
– –
-9,549
587
– –
-1,886
588
– –
-13,435
589
– –
-11,458
590
– –
-1,013
591
– –
-1,620
592
– –
-11,732
593
– –
-9,699
594
– –
-12,772
595
– –
-8,936
596
– –
-15,000
597
– –
-14,417
598
– –
-2,995
599
– –
-2,923
600
– –
-4,311
21 22 23
24
25