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
$146M
AUM Growth
+$2.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$2.07M
3
+$1.96M
4
ETN icon
Eaton
ETN
+$1.73M
5
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$1.1M

Top Sells

1
+$1.93M
2
+$1.78M
3
+$1.23M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$1.1M
5
EMC
EMC CORPORATION
EMC
+$980K

Sector Composition

1 Technology 12.53%
2 Healthcare 8.68%
3 Financials 6.7%
4 Consumer Staples 4.95%
5 Energy 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-6,689
177
– –
-8,316
178
– –
-8,120
179
– –
-4,905
180
– –
-7,359
181
– –
-7,119
182
– –
-8,355
4 5 6 7
8