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
901
$606K ﹤0.01%
1,450
+403
902
$606K ﹤0.01%
+5,836
903
$605K ﹤0.01%
+2,506
904
$601K ﹤0.01%
9,009
+1,693
905
$601K ﹤0.01%
19,668
906
$600K ﹤0.01%
+48,256
907
$599K ﹤0.01%
2,033
+520
908
$599K ﹤0.01%
+8,201
909
$597K ﹤0.01%
2,629
-27
910
$596K ﹤0.01%
4,046
+1,254
911
$594K ﹤0.01%
8,177
+5,557
912
$593K ﹤0.01%
6,140
+409
913
$592K ﹤0.01%
5,376
+158
914
$588K ﹤0.01%
8,253
-210
915
$588K ﹤0.01%
10,839
-11
916
$586K ﹤0.01%
+16,483
917
$581K ﹤0.01%
7,314
+2,428
918
$580K ﹤0.01%
15,783
+57
919
$580K ﹤0.01%
2,854
+245
920
$578K ﹤0.01%
+39,649
921
$578K ﹤0.01%
9,008
-28
922
$575K ﹤0.01%
+9,476
923
$575K ﹤0.01%
15,102
+46
924
$574K ﹤0.01%
5,799
+1,633
925
$574K ﹤0.01%
22,842
+15,097
35 36
37
38 39