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
526
$1.61M 0.01%
63,256
-126,995
527
$1.61M 0.01%
9,341
+318
528
$1.6M 0.01%
39,807
+5,977
529
$1.6M 0.01%
47,605
-9,902
530
$1.59M 0.01%
9,986
+2,933
531
$1.59M 0.01%
34,117
+9,998
532
$1.59M 0.01%
22,396
+5,896
533
$1.58M 0.01%
23,259
-7,850
534
$1.58M 0.01%
36,110
+1,342
535
$1.58M 0.01%
52,707
-420
536
$1.58M 0.01%
+28,530
537
$1.57M 0.01%
34,828
-67
538
$1.56M 0.01%
70,950
+20,083
539
$1.55M 0.01%
11,713
+2,344
540
$1.54M 0.01%
28,784
541
$1.54M 0.01%
27,207
+9,085
542
$1.53M 0.01%
19,068
+4,174
543
$1.53M 0.01%
8,200
+2,182
544
$1.53M 0.01%
19,333
-3,536
545
$1.52M 0.01%
1,459
+109
546
$1.52M 0.01%
7,077
+1,041
547
$1.52M 0.01%
98,050
+33,451
548
$1.51M 0.01%
15,412
+993
549
$1.5M 0.01%
8,946
+916
550
$1.5M 0.01%
5,556
+432
20 21
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