SFA

Sequoia Financial Advisors Portfolio holdings

AUM $17.9B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$14.6B
AUM Growth
+$1.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,613
New
Increased
Reduced
Closed

Top Buys

1
+$43.8M
2
+$38.5M
3
+$32.3M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$29.4M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$25.9M

Top Sells

1
+$34.7M
2
+$27.5M
3
+$21.4M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$17.7M
5
CZR icon
Caesars Entertainment
CZR
+$17.3M

Sector Composition

1 Technology 12.8%
2 Financials 7.51%
3 Consumer Discretionary 5.17%
4 Industrials 4.89%
5 Communication Services 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6.74M 0.05%
84,190
+7,161
227
$6.73M 0.05%
96,897
+3,296
228
$6.71M 0.05%
32,625
-25,655
229
$6.69M 0.05%
46,409
+3,087
230
$6.65M 0.05%
51,595
+1,845
231
$6.59M 0.05%
8,988
+292
232
$6.57M 0.04%
124,428
+12,195
233
$6.53M 0.04%
67,087
-240
234
$6.52M 0.04%
11,873
+564
235
$6.5M 0.04%
19,338
+8
236
$6.47M 0.04%
22,344
+1,162
237
$6.47M 0.04%
87,099
+4,160
238
$6.43M 0.04%
48,410
-13,092
239
$6.42M 0.04%
112,806
+278
240
$6.42M 0.04%
106,911
-21,099
241
$6.41M 0.04%
151,206
+38,796
242
$6.4M 0.04%
14,373
+442
243
$6.38M 0.04%
12,541
+1,984
244
$6.24M 0.04%
27,905
+10,359
245
$6.16M 0.04%
21,392
+1,999
246
$6.15M 0.04%
134,468
-37,865
247
$6.13M 0.04%
39,283
+518
248
$6.12M 0.04%
68,411
+1,458
249
$6.09M 0.04%
1,052
+175
250
$6.08M 0.04%
17,407
+705
8 9
10
11 12