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
676
$1.02M 0.01%
13,404
+5,835
677
$1.01M 0.01%
21,911
+16,863
678
$1.01M 0.01%
23,307
-143
679
$1.01M 0.01%
1,833
+4
680
$1.01M 0.01%
43,475
-5,350
681
$1.01M 0.01%
9,992
+3,824
682
$1M 0.01%
9,432
+4,269
683
$997K 0.01%
6,200
-49
684
$995K 0.01%
11,557
+921
685
$995K 0.01%
3,194
+555
686
$993K 0.01%
5,489
-37
687
$992K 0.01%
54,725
+4,873
688
$992K 0.01%
95,992
+10,581
689
$988K 0.01%
2,933
-1,216
690
$988K 0.01%
80,742
+5,475
691
$988K 0.01%
22,427
692
$987K 0.01%
5,948
+439
693
$982K 0.01%
22,626
+125
694
$977K 0.01%
31,930
+13,117
695
$976K 0.01%
9,609
-799
696
$972K 0.01%
4,003
+373
697
$962K 0.01%
3,381
+92
698
$960K 0.01%
18,486
+8,784
699
$958K 0.01%
29,558
+16,804
700
$950K 0.01%
49,364
+2,375
26 27
28
29 30