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
851
$685K ﹤0.01%
565
-100
852
$685K ﹤0.01%
3,963
+1,410
853
$683K ﹤0.01%
33,522
+25,361
854
$682K ﹤0.01%
13,983
+2,444
855
$681K ﹤0.01%
2,663
+1,213
856
$678K ﹤0.01%
2,600
+468
857
$678K ﹤0.01%
7,161
-6,703
858
$676K ﹤0.01%
+1,989
859
$675K ﹤0.01%
4,181
+1,807
860
$675K ﹤0.01%
4,205
-47
861
$675K ﹤0.01%
6,483
+121
862
$673K ﹤0.01%
8,283
+118
863
$672K ﹤0.01%
120,817
+11,300
864
$669K ﹤0.01%
4,809
+1,277
865
$667K ﹤0.01%
8,365
+3,409
866
$666K ﹤0.01%
2,388
-407
867
$662K ﹤0.01%
96,499
+44,245
868
$661K ﹤0.01%
16,261
+739
869
$659K ﹤0.01%
4,422
+1,031
870
$657K ﹤0.01%
+55,087
871
$651K ﹤0.01%
15,290
-2,797
872
$651K ﹤0.01%
21,489
-1,404
873
$650K ﹤0.01%
3,433
+2,077
874
$650K ﹤0.01%
6,309
+343
875
$649K ﹤0.01%
8,635
-838
33 34
35
36 37