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
751
$855K 0.01%
3,922
+1,606
752
$850K 0.01%
+11,934
753
$849K 0.01%
3,616
+262
754
$849K 0.01%
28,851
755
$845K 0.01%
20,862
-369
756
$842K 0.01%
23,221
+17,010
757
$840K 0.01%
8,940
+2,380
758
$838K 0.01%
4,774
-310
759
$831K 0.01%
12,362
-214
760
$831K 0.01%
1,848
+350
761
$831K 0.01%
10,443
+20
762
$830K 0.01%
8,672
+1,690
763
$829K 0.01%
20,308
+160
764
$828K 0.01%
15,678
+7,130
765
$827K 0.01%
7,513
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766
$827K 0.01%
477,883
767
$823K 0.01%
18,691
+21
768
$822K 0.01%
2,617
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769
$822K 0.01%
15,135
+7,184
770
$818K 0.01%
4,338
+1,171
771
$815K 0.01%
+8,931
772
$812K 0.01%
1,369
+352
773
$809K 0.01%
3,372
-160
774
$805K 0.01%
4,645
+361
775
$804K 0.01%
3,694
+1,282
29 30
31
32 33