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
51
$64.6M 0.44%
641,898
-40,550
52
$62.6M 0.43%
170,616
+14,451
53
$61.4M 0.42%
562,943
+23
54
$57.8M 0.4%
104,786
-934
55
$56M 0.38%
189,838
+10,213
56
$54.9M 0.38%
88,345
-571
57
$53.5M 0.37%
229,637
+12,108
58
$52.8M 0.36%
331,477
+13,663
59
$52.1M 0.36%
913,767
-174,118
60
$51.3M 0.35%
1,507,162
+15,903
61
$51M 0.35%
249,241
+57,107
62
$50.2M 0.34%
589,570
+92,568
63
$49.8M 0.34%
1,207,179
-3,408
64
$49.2M 0.34%
525,500
+147
65
$47.8M 0.33%
218,595
+8,460
66
$47.7M 0.33%
350,431
+111,573
67
$47.5M 0.32%
599,107
+18,503
68
$46.8M 0.32%
1,434,945
+34,402
69
$43.8M 0.3%
157,027
+7,966
70
$42.9M 0.29%
187,267
+9,998
71
$40.9M 0.28%
316,485
+20,077
72
$40.9M 0.28%
562,435
-18,533
73
$40.4M 0.28%
184,725
+14,285
74
$40.3M 0.28%
295,368
+10,560
75
$39.7M 0.27%
194,094
+503
1 2
3
4 5