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
$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
1176
– –
-2,133
1177
– –
-15,480
1178
– –
-11,584
1179
– –
-3,046
1180
– –
-1,811
1181
– –
-4,218
1182
– –
-3,489
1183
– –
-9,500
1184
– –
-14,298
1185
– –
-32,021
1186
– –
-3,385
1187
– –
-2,475
1188
– –
-7,020
1189
– –
-10,061
1190
– –
-23,815
1191
– –
-1,799
1192
– –
-5,783
1193
– –
-11,041
1194
– –
-127,960
1195
– –
-12,009
1196
– –
-5,487
1197
– –
-10,645
1198
– –
-1,780
1199
– –
-6,372
1200
– –
-14,077
46 47
48
49 50