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
501
$1.75M 0.01%
2,388
+375
502
$1.75M 0.01%
4,559
+1,334
503
$1.72M 0.01%
12,256
+2,487
504
$1.71M 0.01%
14,331
+3,736
505
$1.71M 0.01%
51,975
+196
506
$1.7M 0.01%
11,328
-4,386
507
$1.7M 0.01%
38,380
508
$1.7M 0.01%
2,132
+116
509
$1.69M 0.01%
4,831
+1,014
510
$1.69M 0.01%
10,131
+3,551
511
$1.69M 0.01%
35,133
+4,516
512
$1.69M 0.01%
58,927
-4,614
513
$1.68M 0.01%
38,726
+6,707
514
$1.68M 0.01%
16,319
+7,018
515
$1.67M 0.01%
52,368
+5,863
516
$1.66M 0.01%
7,487
+1,093
517
$1.65M 0.01%
3,232
+372
518
$1.64M 0.01%
12,940
-842
519
$1.64M 0.01%
+33,629
520
$1.63M 0.01%
14,777
-10,145
521
$1.63M 0.01%
14,038
-519
522
$1.63M 0.01%
21,887
+5,793
523
$1.62M 0.01%
11,997
+49
524
$1.62M 0.01%
16,027
+1,089
525
$1.61M 0.01%
21,320
+706
19 20
21
22 23