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
251
$6.04M 0.04%
88,846
-8,581
252
$6.03M 0.04%
77,037
+2,025
253
$5.99M 0.04%
1,366,989
-3,609
254
$5.97M 0.04%
66,780
+9,609
255
$5.93M 0.04%
14,631
-85,560
256
$5.89M 0.04%
266,446
+17,222
257
$5.88M 0.04%
199,905
+20,501
258
$5.83M 0.04%
10,292
+137
259
$5.67M 0.04%
213,928
+506
260
$5.6M 0.04%
28,645
+1,048
261
$5.51M 0.04%
109,699
-84,689
262
$5.5M 0.04%
124,584
-145
263
$5.48M 0.04%
33,455
+3,302
264
$5.44M 0.04%
18,477
+2,461
265
$5.38M 0.04%
8,105
-45
266
$5.36M 0.04%
68,713
-1,922
267
$5.32M 0.04%
22,155
+1,397
268
$5.29M 0.04%
129,574
-125,494
269
$5.27M 0.04%
30,242
+3,602
270
$5.26M 0.04%
58,668
-8,266
271
$5.26M 0.04%
9,684
+1,097
272
$5.26M 0.04%
206,249
-3,025
273
$5.26M 0.04%
42,655
+2,935
274
$5.24M 0.04%
33,399
+3,568
275
$5.16M 0.04%
75,281
+21,219
9 10
11
12 13