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
$8.04B
AUM Growth
-$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,286
New
Increased
Reduced
Closed

Top Buys

1
+$39M
2
+$30.2M
3
+$28.3M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$24.3M
5
TMO icon
Thermo Fisher Scientific
TMO
+$19.6M

Top Sells

1
+$92M
2
+$56.4M
3
+$49.8M
4
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$35M
5
NVDA icon
NVIDIA
NVDA
+$34.7M

Sector Composition

1 Technology 12.78%
2 Consumer Discretionary 6.48%
3 Financials 6.02%
4 Healthcare 5.46%
5 Communication Services 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
– –
-5,264
1152
– –
-5,529
1153
– –
-4,081
1154
– –
-10,848
1155
– –
-11,084
1156
– –
-577,434
1157
– –
-20,153
1158
– –
-28,552
1159
– –
-5,843
1160
– –
-7,042
1161
– –
-7,295
1162
– –
-600
1163
– –
-3,072
1164
– –
-4,110
1165
– –
-2,064
1166
– –
-5,752
1167
– –
-14,962
1168
– –
-106,131
1169
– –
-5,911
1170
– –
-19,835
1171
– –
-17,603
1172
– –
-9,759
1173
– –
-1,382
1174
– –
-42,385
1175
– –
-31,159
45 46
47
48 49