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
301
$4.42M 0.03%
22,763
-1,148
302
$4.39M 0.03%
75,095
+3,812
303
$4.38M 0.03%
37,108
+1,280
304
$4.38M 0.03%
40,748
+2,293
305
$4.31M 0.03%
45,924
-859
306
$4.28M 0.03%
8,393
+9
307
$4.28M 0.03%
21,644
+1,909
308
$4.25M 0.03%
153,645
-76,619
309
$4.24M 0.03%
23,117
+10,949
310
$4.22M 0.03%
13,876
+1,835
311
$4.22M 0.03%
63,680
-11,094
312
$4.11M 0.03%
56,125
+3,930
313
$4.08M 0.03%
217,018
+31,241
314
$4.07M 0.03%
44,413
+4,340
315
$4.07M 0.03%
50,579
+4,506
316
$4.03M 0.03%
87,053
-68,524
317
$4.02M 0.03%
11,452
-1,139
318
$4M 0.03%
35,046
+1,160
319
$3.96M 0.03%
22,052
+1,022
320
$3.92M 0.03%
7,353
-314
321
$3.91M 0.03%
31,647
-3,164
322
$3.89M 0.03%
10,063
+1,473
323
$3.88M 0.03%
82,461
+19
324
$3.88M 0.03%
35,358
-4,193
325
$3.86M 0.03%
125,688
-212
11 12
13
14 15