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
$1.57B
AUM Growth
+$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$22M
2
+$12.9M
3
+$7.13M
4
GII icon
State Street SPDR S&P Global Infrastructure ETF
GII
+$4.66M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$4.55M

Top Sells

1
+$5.17M
2
+$1.2M
3
+$860K
4
XOM icon
Exxon Mobil
XOM
+$787K
5
PFE icon
Pfizer
PFE
+$709K

Sector Composition

1 Technology 5.58%
2 Financials 3.54%
3 Healthcare 2.96%
4 Consumer Discretionary 2.46%
5 Industrials 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$583K 0.04%
30,210
+282
202
$574K 0.04%
34,496
+10,000
203
$572K 0.04%
+21,207
204
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2,877
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205
$566K 0.04%
5,189
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206
$562K 0.04%
1,497
-79
207
$551K 0.04%
2,681
-77
208
$546K 0.03%
4,558
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209
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18,686
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210
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3,450
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211
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212
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213
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1,564
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214
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6,633
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215
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+22,000
216
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217
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218
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219
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220
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2,450
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221
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84,200
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222
$491K 0.03%
+24,455
223
$482K 0.03%
3,610
+878
224
$480K 0.03%
2,045
+289
225
$477K 0.03%
5,886
+1,283
7 8
9
10 11