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
276
$5.13M 0.04%
12,962
+572
277
$5.1M 0.03%
17,371
+8,507
278
$5.03M 0.03%
85,850
+11,430
279
$4.96M 0.03%
40,483
+5,434
280
$4.95M 0.03%
151,827
+7,751
281
$4.86M 0.03%
9,954
+999
282
$4.82M 0.03%
157,215
-178,454
283
$4.8M 0.03%
77,037
+397
284
$4.79M 0.03%
81,182
+6,117
285
$4.78M 0.03%
43,102
-21,898
286
$4.75M 0.03%
13,304
+34
287
$4.72M 0.03%
19,009
-1,939
288
$4.7M 0.03%
58,567
+8,625
289
$4.69M 0.03%
50,263
+1,581
290
$4.69M 0.03%
103,431
+7,236
291
$4.59M 0.03%
49,953
+4,463
292
$4.59M 0.03%
37,963
+5,186
293
$4.58M 0.03%
50,281
-1,522
294
$4.57M 0.03%
8,915
+1,250
295
$4.55M 0.03%
18,564
+1,652
296
$4.53M 0.03%
38,412
+3,408
297
$4.51M 0.03%
47,289
-57,466
298
$4.49M 0.03%
8,509
+1,506
299
$4.48M 0.03%
96,505
+6,209
300
$4.43M 0.03%
68,858
+4,929
10 11
12
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