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
$132M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$6.97M
2
+$4.25M
3
+$1.84M
4
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$1.11M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1M

Top Sells

1
+$4.89M
2
+$1.92M
3
+$1.74M
4
CAH icon
Cardinal Health
CAH
+$1.33M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.16M

Sector Composition

1 Technology 12.61%
2 Financials 6.86%
3 Healthcare 6.65%
4 Energy 6.6%
5 Industrials 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$202K 0.15%
4,770
-917
152
$201K 0.15%
+10,484
153
$201K 0.15%
3,333
-762
154
$158K 0.12%
14,566
+1,279
155
$123K 0.09%
14,708
156
$49K 0.04%
+1,430
157
$31K 0.02%
+1,248
158
$26K 0.02%
667
159
– –
-4,069
160
– –
-19,063
161
– –
-55,284
162
– –
-7,502
163
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-8,366
164
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-8,416
165
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-12,772
166
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-4,384
167
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-12,505
168
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-7,113
169
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-15,097
170
– –
-12,760
171
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-35,416
172
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-6,231
173
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-12,031
174
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-5,549
175
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-5,886
4 5 6
7
8