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
$4.07B
AUM Growth
+$896M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
813
New
Increased
Reduced
Closed

Top Buys

1
+$60.6M
2
+$35.8M
3
+$33.6M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$32.1M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$22.3M

Top Sells

1
+$35.3M
2
+$33.2M
3
+$17.5M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$17.2M
5
GII icon
State Street SPDR S&P Global Infrastructure ETF
GII
+$5.14M

Sector Composition

1 Technology 6.68%
2 Financials 5.16%
3 Healthcare 4.24%
4 Consumer Staples 2.97%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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807
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808
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809
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810
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811
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812
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