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
476
$1.98M 0.01%
29,335
-758
477
$1.97M 0.01%
4,978
+922
478
$1.97M 0.01%
37,430
+8,743
479
$1.96M 0.01%
92,841
+6,521
480
$1.95M 0.01%
6,292
+2,076
481
$1.94M 0.01%
23,128
-11,611
482
$1.94M 0.01%
+80,005
483
$1.94M 0.01%
+79,824
484
$1.93M 0.01%
+76,737
485
$1.92M 0.01%
516
+15
486
$1.91M 0.01%
47,399
+19,211
487
$1.9M 0.01%
59,963
+3,240
488
$1.88M 0.01%
3,750
+774
489
$1.87M 0.01%
44,441
+12,395
490
$1.87M 0.01%
6,617
+524
491
$1.86M 0.01%
24,966
+9,026
492
$1.86M 0.01%
49,668
+14,960
493
$1.86M 0.01%
7,526
+2,357
494
$1.84M 0.01%
37,159
+4,865
495
$1.83M 0.01%
19,766
-37,019
496
$1.81M 0.01%
5,435
+710
497
$1.77M 0.01%
7,148
-604
498
$1.76M 0.01%
582,930
+208,891
499
$1.76M 0.01%
13,848
+251
500
$1.76M 0.01%
40,827
+2,494
18 19
20
21 22