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
726
$896K 0.01%
24,599
+81
727
$896K 0.01%
6,520
+587
728
$893K 0.01%
3,125
+1,289
729
$891K 0.01%
2,888
+1,084
730
$885K 0.01%
8,625
+4,172
731
$885K 0.01%
754
732
$884K 0.01%
13,054
+10
733
$884K 0.01%
17,064
+1,307
734
$883K 0.01%
+4,905
735
$882K 0.01%
5,750
+2,520
736
$881K 0.01%
7,532
+507
737
$875K 0.01%
+4,855
738
$874K 0.01%
5,541
+287
739
$870K 0.01%
176,159
+1,802
740
$870K 0.01%
2,859
+264
741
$869K 0.01%
42,508
+20,971
742
$868K 0.01%
15,483
+9,050
743
$866K 0.01%
19,889
+2,532
744
$866K 0.01%
14,840
+5,750
745
$864K 0.01%
19,324
+5,014
746
$862K 0.01%
6,980
747
$861K 0.01%
7,242
+3,435
748
$861K 0.01%
16,520
+2,389
749
$859K 0.01%
6,631
-115
750
$856K 0.01%
17,656
+2,993
28 29
30
31 32