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
876
$647K ﹤0.01%
7,034
-1,272
877
$645K ﹤0.01%
5,417
+2,007
878
$640K ﹤0.01%
8,012
+93
879
$638K ﹤0.01%
22,136
+1,185
880
$638K ﹤0.01%
5,578
-1,181
881
$637K ﹤0.01%
1,191
+400
882
$637K ﹤0.01%
+16,497
883
$634K ﹤0.01%
55,346
-7,620
884
$634K ﹤0.01%
2,017
+45
885
$633K ﹤0.01%
+11,216
886
$632K ﹤0.01%
+13,246
887
$632K ﹤0.01%
4,560
+449
888
$630K ﹤0.01%
25,768
-523
889
$627K ﹤0.01%
1,672
+341
890
$625K ﹤0.01%
7,517
+638
891
$620K ﹤0.01%
+20,659
892
$616K ﹤0.01%
1,203
+256
893
$616K ﹤0.01%
3,653
+1,145
894
$616K ﹤0.01%
+10,981
895
$614K ﹤0.01%
3,547
+435
896
$614K ﹤0.01%
8,533
+2,435
897
$611K ﹤0.01%
2,626
-19
898
$610K ﹤0.01%
11,829
+2,582
899
$609K ﹤0.01%
8,969
+1,582
900
$607K ﹤0.01%
1,491
+720
34 35
36
37 38