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
776
$802K 0.01%
12,959
-857
777
$796K 0.01%
25,682
+1,034
778
$796K 0.01%
7,548
-14,467
779
$796K 0.01%
11,506
-206
780
$795K 0.01%
4,026
+1,316
781
$792K 0.01%
1,661
+432
782
$790K 0.01%
7,679
+618
783
$788K 0.01%
70,791
-9,713
784
$788K 0.01%
70,000
785
$786K 0.01%
50,963
+38,083
786
$783K 0.01%
17,961
+225
787
$782K 0.01%
9,607
+3,384
788
$781K 0.01%
+5,760
789
$780K 0.01%
+20,075
790
$778K 0.01%
1,664
+387
791
$777K 0.01%
1,372
+54
792
$775K 0.01%
5,369
+1,478
793
$775K 0.01%
9,356
+6,165
794
$773K 0.01%
3,918
-196
795
$768K 0.01%
4,663
+812
796
$767K 0.01%
49,069
+12,013
797
$763K 0.01%
4,653
+1,154
798
$762K 0.01%
5,956
+153
799
$762K 0.01%
17,058
-6,779
800
$762K 0.01%
8,898
+5,745
30 31
32
33 34