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
801
$762K 0.01%
32,377
+8,833
802
$761K 0.01%
10,981
+566
803
$761K 0.01%
8,713
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804
$754K 0.01%
7,614
-2,322
805
$754K 0.01%
2,586
+398
806
$753K 0.01%
7,224
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807
$749K 0.01%
29,921
+4,645
808
$748K 0.01%
+16,877
809
$748K 0.01%
12,753
+7
810
$747K 0.01%
7,863
-362
811
$745K 0.01%
1,653
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812
$742K 0.01%
14,003
+4,059
813
$739K 0.01%
11,342
+5,063
814
$738K 0.01%
6,942
+2,528
815
$737K 0.01%
19,657
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816
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4,594
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817
$733K 0.01%
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818
$733K 0.01%
9,224
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819
$731K 0.01%
623
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820
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13,922
+213
821
$729K 0.01%
39,211
+6,230
822
$726K 0.01%
1,623
+546
823
$725K 0.01%
52,863
+4,733
824
$725K 0.01%
14,116
-860
825
$722K ﹤0.01%
6,939
+2,448
31 32
33
34 35