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
401
$2.63M 0.02%
32,531
+4,690
402
$2.61M 0.02%
49,930
-3,465
403
$2.61M 0.02%
68,146
+2,266
404
$2.61M 0.02%
37,292
+1,581
405
$2.59M 0.02%
52,609
+4,739
406
$2.58M 0.02%
37,434
+5,672
407
$2.56M 0.02%
38,024
+6,267
408
$2.56M 0.02%
7,740
+1,265
409
$2.55M 0.02%
26,563
+257
410
$2.54M 0.02%
17,140
+3,318
411
$2.54M 0.02%
9,063
+156
412
$2.53M 0.02%
34,060
+6,374
413
$2.52M 0.02%
23,856
-158,555
414
$2.5M 0.02%
39,857
-25,054
415
$2.48M 0.02%
133,913
+58,908
416
$2.48M 0.02%
18,823
+3,015
417
$2.48M 0.02%
73,596
-1,765
418
$2.46M 0.02%
42,769
+19,811
419
$2.46M 0.02%
77,013
+16,347
420
$2.46M 0.02%
5,621
+374
421
$2.45M 0.02%
3,192
+632
422
$2.45M 0.02%
22,512
-132,470
423
$2.44M 0.02%
72,281
-8,759
424
$2.44M 0.02%
12,130
+769
425
$2.44M 0.02%
35,803
+9,355
15 16
17
18 19