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
601
$1.28M 0.01%
3,917
+522
602
$1.27M 0.01%
23,052
-1,502
603
$1.26M 0.01%
17,233
+5,322
604
$1.26M 0.01%
13,076
+1,284
605
$1.26M 0.01%
6,020
+2,589
606
$1.26M 0.01%
7,739
+2,079
607
$1.25M 0.01%
13,237
-592
608
$1.25M 0.01%
19,668
-544
609
$1.24M 0.01%
+13,844
610
$1.24M 0.01%
25,331
+1,510
611
$1.24M 0.01%
20,852
+9,814
612
$1.24M 0.01%
25,121
+6,205
613
$1.24M 0.01%
3,022
+537
614
$1.23M 0.01%
13,968
+1,480
615
$1.23M 0.01%
26,028
+5,766
616
$1.22M 0.01%
79,683
+14,858
617
$1.22M 0.01%
50,220
-7,949
618
$1.21M 0.01%
44,407
+8,251
619
$1.21M 0.01%
5,737
-99
620
$1.21M 0.01%
5,545
+1,362
621
$1.21M 0.01%
81,425
+35
622
$1.21M 0.01%
4,895
+235
623
$1.2M 0.01%
29,236
+14,054
624
$1.19M 0.01%
25,772
-45,293
625
$1.19M 0.01%
2,697
+13
23 24
25
26 27