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
1201
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1202
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-137,669
1203
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1204
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1205
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1206
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1207
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1208
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1209
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1210
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-6,980
1211
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1212
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-16,470
1213
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-3,143
1214
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-9,214
1215
– –
-3,489
1216
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-9,500
1217
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1218
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-7,619
1219
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-32,021
1220
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-3,385
1221
– –
-2,475
1222
– –
-7,020
1223
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-10,061
1224
– –
-23,815
1225
– –
-7,592
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