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
$5.7B
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,020
New
Increased
Reduced
Closed

Top Buys

1
+$50.6M
2
+$49.8M
3
+$40.1M
4
PLNT icon
Planet Fitness
PLNT
+$30.1M
5
SCI icon
Service Corp International
SCI
+$15.9M

Top Sells

1
+$43.8M
2
+$27.1M
3
+$16.3M
4
COST icon
Costco
COST
+$11.8M
5
PCAR icon
PACCAR
PCAR
+$10.4M

Sector Composition

1 Consumer Discretionary 9.9%
2 Technology 8.96%
3 Financials 5.14%
4 Communication Services 3.4%
5 Healthcare 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$28.1K ﹤0.01%
10,560
952
$23.7K ﹤0.01%
15,000
-2,336
953
$23.6K ﹤0.01%
62,187
954
$20.8K ﹤0.01%
17
-16
955
$19.2K ﹤0.01%
2,100
956
$10.4K ﹤0.01%
25,000
957
$10.2K ﹤0.01%
1,046
-584
958
$8.25K ﹤0.01%
25,000
959
– –
-2,257
960
– –
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961
– –
-5,958
962
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963
– –
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964
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965
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966
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967
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968
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969
– –
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972
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973
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974
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975
– –
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37 38
39
40 41