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
$309M
AUM Growth
+$61.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$10M
3
+$9.87M
4
INTU icon
Intuit
INTU
+$7.47M
5
INTC icon
Intel
INTC
+$4.82M

Top Sells

1
+$5.25M
2
+$4.73M
3
+$3.77M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.71M
5
FDX icon
FedEx
FDX
+$1.61M

Sector Composition

1 Technology 16.5%
2 Industrials 7.35%
3 Financials 6.34%
4 Consumer Discretionary 5.09%
5 Healthcare 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$6K ﹤0.01%
667
202
– –
0
203
– –
-1,466
204
– –
-664
205
– –
-10,999
206
– –
-10,843
207
– –
-5,334
208
– –
-27,718
209
– –
-7,032
210
– –
-123,369
211
– –
-10,306
212
– –
-2,633
213
– –
-2,000
214
– –
-546
215
– –
-10,986
216
– –
-7,482
217
– –
-6,876
218
– –
-102,263
5 6 7 8
9