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
326
$3.85M 0.03%
74,084
+4,314
327
$3.82M 0.03%
60,992
+10,151
328
$3.82M 0.03%
29,024
+1,386
329
$3.82M 0.03%
43,790
+11,865
330
$3.8M 0.03%
21,273
+1,278
331
$3.77M 0.03%
22,262
+5,053
332
$3.76M 0.03%
27,931
-4,465
333
$3.76M 0.03%
15,813
+595
334
$3.76M 0.03%
31,798
-57,680
335
$3.74M 0.03%
13,679
+238
336
$3.73M 0.03%
125,030
-9,540
337
$3.71M 0.03%
53,746
+718
338
$3.7M 0.03%
72,999
-42,867
339
$3.69M 0.03%
11,949
+1,799
340
$3.63M 0.02%
64,198
-2,590
341
$3.62M 0.02%
13,546
+1,369
342
$3.6M 0.02%
7,059
+1,401
343
$3.59M 0.02%
34,603
+4,527
344
$3.59M 0.02%
30,105
-778
345
$3.55M 0.02%
33,872
+2,681
346
$3.51M 0.02%
49,889
+309
347
$3.45M 0.02%
56,756
+971
348
$3.43M 0.02%
33,514
+6,064
349
$3.42M 0.02%
27,488
+3,304
350
$3.41M 0.02%
15,287
+4,359
12 13
14
15 16