SFA

Sequoia Financial Advisors Portfolio holdings

AUM $17.8B
1-Year Est. Return 21.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4B
AUM Growth
+$331M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$57.5M
2
+$45.5M
3
+$41.6M
4
FMB icon
First Trust Managed Municipal ETF
FMB
+$26.2M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$23.3M

Top Sells

1
+$24.3M
2
+$22.9M
3
+$8.12M
4
RTX icon
RTX Corp
RTX
+$6.59M
5
CVX icon
Chevron
CVX
+$4.98M

Sector Composition

1 Technology 7.2%
2 Consumer Staples 4.66%
3 Financials 3.72%
4 Healthcare 2.93%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
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702
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703
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704
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-5,185
705
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-1,533
706
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-14,995
707
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-5,040
708
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-13,613
709
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-51,480
710
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-10,163
711
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-10,604
712
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-14,270
713
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-2,164
714
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-9,980
715
– –
-1,054
716
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-6,313
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