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
451
$2.15M 0.01%
35,929
+12,749
452
$2.14M 0.01%
25,863
-622
453
$2.13M 0.01%
30,315
-7,508
454
$2.12M 0.01%
20,099
+3,706
455
$2.12M 0.01%
102,320
+3,190
456
$2.12M 0.01%
23,137
+12,160
457
$2.1M 0.01%
19,953
+6,140
458
$2.07M 0.01%
69,128
-8,848
459
$2.07M 0.01%
26,461
+2,966
460
$2.07M 0.01%
6,706
+2,005
461
$2.05M 0.01%
44,077
+14,155
462
$2.05M 0.01%
68,468
+363
463
$2.04M 0.01%
32,630
-2,395
464
$2.04M 0.01%
135,550
+61,964
465
$2.04M 0.01%
7,122
-21
466
$2.04M 0.01%
22,350
+468
467
$2.03M 0.01%
7,640
+229
468
$2.03M 0.01%
16,036
+2,457
469
$2.03M 0.01%
24,072
+3,650
470
$2.01M 0.01%
15,181
+171
471
$2M 0.01%
47,017
+13,731
472
$1.99M 0.01%
95,324
-189,839
473
$1.99M 0.01%
19,795
+5,743
474
$1.98M 0.01%
8,717
+386
475
$1.98M 0.01%
155,034
+258
17 18
19
20 21