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
1401
– –
-1,506
1402
– –
-10,099
1403
– –
-5,843
1404
– –
-6,243
1405
– –
-10,365
1406
– –
-10,420
1407
– –
-1,049
1408
– –
-7,905
1409
– –
-36,118
1410
– –
-3,365
1411
– –
-10,084
1412
– –
-5,521
1413
– –
-9,307
1414
– –
-9,647
1415
– –
-35,850
1416
– –
-13,953
1417
– –
-50,128
1418
– –
-2,151
53 54 55 56
57