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
376
$3.06M 0.02%
16,432
+1,026
377
$3.05M 0.02%
1,527
+13
378
$3.01M 0.02%
12,011
+1,946
379
$3M 0.02%
1,149
+45
380
$2.99M 0.02%
22,456
+2,742
381
$2.99M 0.02%
49,818
-781
382
$2.98M 0.02%
34,636
+6,671
383
$2.98M 0.02%
30,778
+2,857
384
$2.95M 0.02%
48,259
+2,861
385
$2.94M 0.02%
40,475
-81
386
$2.93M 0.02%
80,165
+46
387
$2.93M 0.02%
129,155
+24,871
388
$2.9M 0.02%
9,683
+291
389
$2.88M 0.02%
21,225
-1,573
390
$2.88M 0.02%
60,147
+13,595
391
$2.87M 0.02%
41,756
+10,206
392
$2.86M 0.02%
7,087
+392
393
$2.85M 0.02%
17,182
+29
394
$2.84M 0.02%
6,752
+71
395
$2.82M 0.02%
44,835
+3,070
396
$2.8M 0.02%
28,802
-57,272
397
$2.75M 0.02%
30,273
+4,738
398
$2.74M 0.02%
20,401
+1,426
399
$2.74M 0.02%
3,056
+128
400
$2.68M 0.02%
6,880
+163
14 15
16
17 18