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
26
$111M 0.76%
227,970
+655
27
$109M 0.75%
140,201
+22,410
28
$106M 0.72%
594,959
+41,132
29
$104M 0.71%
360,312
+11,624
30
$96.3M 0.66%
1,436,823
-19,197
31
$95.3M 0.65%
134,690
+8,243
32
$93.9M 0.64%
151,998
-1,335
33
$93.8M 0.64%
1,702,103
+1,821
34
$88.6M 0.61%
606,553
+61,106
35
$88.4M 0.6%
1,280,673
-94,568
36
$85.6M 0.59%
470,289
+205
37
$85.6M 0.59%
939,279
+69,101
38
$85.6M 0.59%
485,486
+48,805
39
$82.2M 0.56%
231,510
+11,334
40
$80.7M 0.55%
2,335,453
+492,869
41
$80.7M 0.55%
615,210
-816
42
$79.9M 0.55%
1,628,647
+17,085
43
$74.8M 0.51%
75,561
+5,493
44
$73.9M 0.51%
755,828
+30,320
45
$73.3M 0.5%
884,368
+130,458
46
$73.3M 0.5%
167,223
-2,870
47
$70.1M 0.48%
257,097
+6,651
48
$68.1M 0.47%
1,261,350
+246,921
49
$68M 0.46%
630,609
+111,147
50
$66.4M 0.45%
170,951
+45,522
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