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
$8.29B
AUM Growth
+$257M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,258
New
Increased
Reduced
Closed

Top Buys

1
+$69.6M
2
+$67.5M
3
+$58M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$29.7M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$25.9M

Top Sells

1
+$193M
2
+$83.7M
3
+$55.9M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$32.7M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$25.2M

Sector Composition

1 Technology 15.17%
2 Consumer Discretionary 7.02%
3 Financials 5.46%
4 Healthcare 5.31%
5 Communication Services 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
– –
-3,409
1202
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1203
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-2,736
1204
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-2,698
1205
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1206
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1207
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-822
1208
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-6,892
1209
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-2,355
1210
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1211
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-2,574
1212
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-1,610
1213
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-3,092
1214
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1215
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-2,371
1216
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-5,888
1217
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1218
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1219
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1220
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1221
– –
-10,000
1222
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1223
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-9,295
1224
– –
-6,498
1225
– –
-10,698
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