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
$8.06B
AUM Growth
+$2.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,244
New
Increased
Reduced
Closed

Top Buys

1
+$88.1M
2
+$81.9M
3
+$72.4M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$49.2M
5
AMZN icon
Amazon
AMZN
+$39.5M

Top Sells

1
+$164M
2
+$63.7M
3
+$44.6M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$21.3M
5
PXD
Pioneer Natural Resource Co.
PXD
+$10.6M

Sector Composition

1 Technology 12.44%
2 Consumer Discretionary 7.93%
3 Financials 6.49%
4 Healthcare 5.32%
5 Communication Services 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
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-2,334
1202
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-15,699
1203
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-2,321
1204
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-4,803
1205
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-21,600
1206
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-10,496
1207
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-925
1208
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-1,316
1209
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-8,123
1210
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-10,164
1211
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-6,488
1212
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-15,889
1213
– –
-3,732
1214
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-2,616
1215
– –
-14,176
1216
– –
-11,345
1217
– –
-24,836
1218
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-20,000
1219
– –
-45,000
1220
– –
-3,209
1221
– –
-22,880
1222
– –
-6,806
1223
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-16,601
1224
– –
-2,832
1225
– –
-10,315
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