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
626
$1.19M 0.01%
9,301
-27
627
$1.19M 0.01%
649
+68
628
$1.19M 0.01%
10,582
+1,228
629
$1.18M 0.01%
50,614
-2,041
630
$1.18M 0.01%
22,684
-115
631
$1.17M 0.01%
+19,370
632
$1.17M 0.01%
34,541
-2,732
633
$1.17M 0.01%
27,735
-402
634
$1.16M 0.01%
22,220
+3,449
635
$1.16M 0.01%
5,676
+2,919
636
$1.15M 0.01%
29,141
-2,066
637
$1.14M 0.01%
49,463
-12,745
638
$1.14M 0.01%
5,852
+1,299
639
$1.13M 0.01%
10,282
+3,388
640
$1.13M 0.01%
24,934
+5,150
641
$1.12M 0.01%
35,803
+11,043
642
$1.12M 0.01%
33,109
+19,171
643
$1.12M 0.01%
5,353
+233
644
$1.12M 0.01%
23,230
+1,451
645
$1.11M 0.01%
20,483
+3,751
646
$1.11M 0.01%
29,905
-2,421
647
$1.1M 0.01%
4,492
+21
648
$1.1M 0.01%
12,290
+9,001
649
$1.1M 0.01%
10,193
+167
650
$1.09M 0.01%
10,668
+1,795
24 25
26
27 28