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
576
$1.37M 0.01%
90,895
+2,402
577
$1.37M 0.01%
22,364
+5,574
578
$1.36M 0.01%
33,013
+4,404
579
$1.36M 0.01%
18,297
+3,166
580
$1.35M 0.01%
176,603
+40,153
581
$1.35M 0.01%
31,907
+1,378
582
$1.34M 0.01%
5,454
+624
583
$1.34M 0.01%
27,677
+3,405
584
$1.33M 0.01%
10,394
+2,643
585
$1.33M 0.01%
14,226
+3,800
586
$1.33M 0.01%
18,132
+1,568
587
$1.33M 0.01%
19,304
+16,285
588
$1.33M 0.01%
12,098
+5,005
589
$1.32M 0.01%
15,984
+1,806
590
$1.32M 0.01%
17,400
+56
591
$1.32M 0.01%
4,028
+49
592
$1.32M 0.01%
127,674
+26,091
593
$1.32M 0.01%
14,346
+4,813
594
$1.31M 0.01%
17,981
+13,252
595
$1.3M 0.01%
10,105
-1,690
596
$1.29M 0.01%
6,436
+3,050
597
$1.29M 0.01%
55,418
+35,693
598
$1.28M 0.01%
19,318
+8,065
599
$1.28M 0.01%
58,537
+2,673
600
$1.28M 0.01%
7,580
+720
22 23
24
25 26