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
651
$1.09M 0.01%
13,757
+848
652
$1.09M 0.01%
9,832
+3,630
653
$1.08M 0.01%
18,606
+3,172
654
$1.08M 0.01%
4,190
+1,853
655
$1.08M 0.01%
42,837
-5,749
656
$1.07M 0.01%
8,753
+6,026
657
$1.07M 0.01%
+27,911
658
$1.07M 0.01%
5,459
+1,002
659
$1.07M 0.01%
5,719
+77
660
$1.07M 0.01%
46,656
-522
661
$1.06M 0.01%
3,032
+1,168
662
$1.06M 0.01%
14,719
+2,197
663
$1.05M 0.01%
5,963
+64
664
$1.05M 0.01%
6,475
+143
665
$1.04M 0.01%
17,443
-1,592
666
$1.04M 0.01%
21,801
-51,620
667
$1.04M 0.01%
18,229
-3,274
668
$1.03M 0.01%
5,926
+1,235
669
$1.03M 0.01%
23,398
+3,633
670
$1.03M 0.01%
26,745
+3,451
671
$1.02M 0.01%
13,199
-1,559
672
$1.02M 0.01%
10,388
-955
673
$1.02M 0.01%
7,710
+43
674
$1.02M 0.01%
8,949
+3,551
675
$1.02M 0.01%
20,330
-10,100
25 26
27
28 29