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
426
$2.43M 0.02%
138,808
+49,650
427
$2.39M 0.02%
12,315
-2,902
428
$2.37M 0.02%
24,048
-24,768
429
$2.37M 0.02%
4,834
+235
430
$2.35M 0.02%
104,758
+10,923
431
$2.34M 0.02%
16,896
-42
432
$2.34M 0.02%
170,485
+5,588
433
$2.31M 0.02%
11,896
+1
434
$2.29M 0.02%
40,801
+10,620
435
$2.29M 0.02%
210,791
+3,157
436
$2.28M 0.02%
19,751
+2,275
437
$2.27M 0.02%
20,021
+4,594
438
$2.26M 0.02%
4,515
+731
439
$2.24M 0.02%
14,574
+4,391
440
$2.23M 0.02%
133,293
+541
441
$2.21M 0.02%
19,252
+583
442
$2.21M 0.02%
25,786
+5,333
443
$2.19M 0.02%
78,388
-8,534
444
$2.18M 0.01%
30,414
+7,082
445
$2.18M 0.01%
9,863
+619
446
$2.18M 0.01%
31,720
+6,466
447
$2.18M 0.01%
20,637
+3,668
448
$2.17M 0.01%
80,711
+8,395
449
$2.16M 0.01%
71,608
-128,433
450
$2.16M 0.01%
65,767
-312
16 17
18
19 20