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
$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
– –
-10,282
960
– –
-12,926
961
– –
-2,132
962
– –
-4,506
963
– –
-3,726
964
– –
-2,078
965
– –
-5,345
966
– –
-4,716
967
– –
-1,676
968
– –
-11,316
969
– –
-3,526
970
– –
-6,172
971
– –
-23,160
972
– –
-1,096
973
– –
-16,121
974
– –
-1,270
975
– –
-3,521
37 38
39
40 41