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
$8.06B
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
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1240
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