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
551
$1.49M 0.01%
30,027
+4,997
552
$1.49M 0.01%
830
+4
553
$1.48M 0.01%
9,630
+7,472
554
$1.48M 0.01%
38,973
-16,239
555
$1.48M 0.01%
2,560
+110
556
$1.47M 0.01%
124,179
+2,121
557
$1.46M 0.01%
45,781
-6,136
558
$1.45M 0.01%
49,685
+129
559
$1.45M 0.01%
8,441
+2,562
560
$1.45M 0.01%
27,554
-5,559
561
$1.45M 0.01%
2,694
+757
562
$1.44M 0.01%
173,835
+47,466
563
$1.44M 0.01%
55,797
+30,654
564
$1.43M 0.01%
31,995
+7,281
565
$1.43M 0.01%
4,086
+912
566
$1.43M 0.01%
20,270
+1,373
567
$1.43M 0.01%
18,275
+4,647
568
$1.42M 0.01%
19,467
+1,182
569
$1.42M 0.01%
43,282
+2,797
570
$1.41M 0.01%
46,930
+22,711
571
$1.41M 0.01%
18,249
+1,246
572
$1.41M 0.01%
30,985
-61,405
573
$1.4M 0.01%
80,542
+11,685
574
$1.39M 0.01%
1,844
+424
575
$1.38M 0.01%
26,837
+947
21 22
23
24 25