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
351
$3.4M 0.02%
33,806
-224
352
$3.39M 0.02%
15,919
+8,370
353
$3.36M 0.02%
4,195
+717
354
$3.36M 0.02%
91,100
+5,156
355
$3.36M 0.02%
12,430
+4,985
356
$3.32M 0.02%
33,583
+6,690
357
$3.31M 0.02%
24,859
+2,231
358
$3.29M 0.02%
126,542
+13,450
359
$3.29M 0.02%
47,730
+2,825
360
$3.26M 0.02%
36,119
+4,094
361
$3.25M 0.02%
13,637
+212
362
$3.25M 0.02%
78,012
-915
363
$3.22M 0.02%
37,286
+28,765
364
$3.21M 0.02%
47,743
+492
365
$3.21M 0.02%
3,877
+571
366
$3.19M 0.02%
309,774
-32,898
367
$3.19M 0.02%
23,958
+1,131
368
$3.19M 0.02%
129,836
-2,208
369
$3.16M 0.02%
74,290
-579
370
$3.14M 0.02%
41,928
-3,158
371
$3.12M 0.02%
79,479
+13,006
372
$3.12M 0.02%
9,656
+1,066
373
$3.11M 0.02%
29,731
+13,086
374
$3.1M 0.02%
110,633
+27,943
375
$3.09M 0.02%
11,196
+627
13 14
15
16 17