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
701
$945K 0.01%
9,520
+4,393
702
$945K 0.01%
24,894
-102
703
$936K 0.01%
22,958
+6,550
704
$929K 0.01%
58,417
-3,971
705
$927K 0.01%
3,790
+2,005
706
$925K 0.01%
1,761
+146
707
$924K 0.01%
10,077
+6,146
708
$923K 0.01%
5,855
-379
709
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64,355
+3,647
710
$916K 0.01%
16,374
+6,452
711
$915K 0.01%
32,541
+6,548
712
$914K 0.01%
8,267
+907
713
$913K 0.01%
4,843
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714
$912K 0.01%
26,158
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715
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3,151
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718
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719
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35,312
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720
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1,691
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$906K 0.01%
1,873
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722
$904K 0.01%
18,436
-807
723
$903K 0.01%
3,309
+831
724
$902K 0.01%
3,144
+22
725
$897K 0.01%
28,136
27 28
29
30 31