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
$9.32B
AUM Growth
+$1.03B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,353
New
Increased
Reduced
Closed

Top Buys

1
+$35.9M
2
+$32.1M
3
+$25.5M
4
MSFT icon
Microsoft
MSFT
+$25.3M
5
JNJ icon
Johnson & Johnson
JNJ
+$22M

Top Sells

1
+$34.6M
2
+$31.8M
3
+$26.4M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$22.6M
5
WD icon
Walker & Dunlop
WD
+$16.9M

Sector Composition

1 Technology 15.11%
2 Financials 6.95%
3 Consumer Discretionary 6.25%
4 Healthcare 5.79%
5 Industrials 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
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1302
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1303
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1304
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-8,947
1305
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1307
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1308
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1309
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1310
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1311
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1312
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1313
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-8,923
1314
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1315
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1316
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1317
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1318
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1319
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1320
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1321
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1322
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1323
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1324
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-6,831
1325
– –
-4,395
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