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
$10.4B
AUM Growth
+$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,418
New
Increased
Reduced
Closed

Top Buys

1
+$66.2M
2
+$51M
3
+$49.7M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$46.8M
5
CRM icon
Salesforce
CRM
+$46.6M

Top Sells

1
+$58.1M
2
+$46.9M
3
+$44.2M
4
SSNC icon
SS&C Technologies
SSNC
+$38M
5
AMZN icon
Amazon
AMZN
+$33.1M

Sector Composition

1 Technology 14.92%
2 Financials 7.72%
3 Consumer Discretionary 5.46%
4 Industrials 5.24%
5 Healthcare 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1326
$25.7K ﹤0.01%
10,190
-370
1327
$25.6K ﹤0.01%
+10,228
1328
$18.3K ﹤0.01%
1,110
+1
1329
$17.3K ﹤0.01%
+31,000
1330
$12.8K ﹤0.01%
64,000
1331
$8.77K ﹤0.01%
+671
1332
$5.67K ﹤0.01%
56,649
+11,550
1333
$4.34K ﹤0.01%
483
-310
1334
$538 ﹤0.01%
+50
1335
– –
-3,967
1336
– –
-4,202
1337
– –
-852
1338
– –
-13,071
1339
– –
-10,585
1340
– –
-10,424
1341
– –
-2,639
1342
– –
-6,637
1343
– –
-469,936
1344
– –
-20,128
1345
– –
-11,834
1346
– –
-2,383
1347
– –
-713
1348
– –
-10,834
1349
– –
-9,864
1350
– –
-67,604
52 53
54
55 56