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
826
$720K ﹤0.01%
21,966
+15,106
827
$720K ﹤0.01%
+18,911
828
$720K ﹤0.01%
15,364
+6,370
829
$719K ﹤0.01%
6,672
-4,427
830
$715K ﹤0.01%
+9,596
831
$714K ﹤0.01%
2,153
+938
832
$708K ﹤0.01%
+14,838
833
$705K ﹤0.01%
9,277
+5,426
834
$705K ﹤0.01%
13,544
-2,202
835
$702K ﹤0.01%
+43,943
836
$702K ﹤0.01%
7,813
+2,421
837
$702K ﹤0.01%
+33,373
838
$700K ﹤0.01%
14,052
839
$697K ﹤0.01%
6,724
+420
840
$697K ﹤0.01%
1,725
+31
841
$696K ﹤0.01%
27,425
-2,031
842
$696K ﹤0.01%
+7,185
843
$696K ﹤0.01%
5,168
+1,298
844
$695K ﹤0.01%
3,354
+61
845
$694K ﹤0.01%
9,505
+3,675
846
$693K ﹤0.01%
8,434
+607
847
$692K ﹤0.01%
+15,590
848
$691K ﹤0.01%
6,571
+1,423
849
$691K ﹤0.01%
2,843
+1,690
850
$685K ﹤0.01%
2,475
+5
32 33
34
35 36