SFA

Sequoia Financial Advisors Portfolio holdings

AUM $17.9B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
+$38.7M
2
+$31.3M
3
+$29.7M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$24.4M
5
TMO icon
Thermo Fisher Scientific
TMO
+$20.3M

Top Sells

1
+$96.4M
2
+$58.6M
3
+$50.3M
4
NVDA icon
NVIDIA
NVDA
+$43.3M
5
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$36.8M

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
1201
– –
-5,963
1202
– –
-7,870
1203
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-1,767
1204
– –
-12,255
1205
– –
-7,007
1206
– –
-41,140
1207
– –
-2,508
1208
– –
-2,580
1209
– –
-2,133
1210
– –
-15,480
1211
– –
-3,147
1212
– –
-137,669
1213
– –
-18,613
1214
– –
-11,584
1215
– –
-3,046
1216
– –
-1,811
1217
– –
-4,218
1218
– –
-713
1219
– –
-9,397
1220
– –
-3,524
1221
– –
-9,802
1222
– –
-1,154
1223
– –
-3,156
1224
– –
-6,980
1225
– –
-17,281
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