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
926
$572K ﹤0.01%
+8,146
927
$570K ﹤0.01%
27,226
+1,273
928
$569K ﹤0.01%
2,009
+1,231
929
$569K ﹤0.01%
5,959
+1,868
930
$568K ﹤0.01%
4,527
+1,510
931
$568K ﹤0.01%
+20,397
932
$568K ﹤0.01%
4,066
+852
933
$567K ﹤0.01%
3,383
-62
934
$567K ﹤0.01%
3,094
+112
935
$563K ﹤0.01%
35,475
+20,672
936
$559K ﹤0.01%
10,672
+4,354
937
$559K ﹤0.01%
21,104
+7,353
938
$556K ﹤0.01%
9,766
-44
939
$556K ﹤0.01%
11,100
940
$553K ﹤0.01%
5,075
+115
941
$553K ﹤0.01%
3,860
+1,923
942
$552K ﹤0.01%
+15,049
943
$551K ﹤0.01%
+17,733
944
$550K ﹤0.01%
14,142
+94
945
$550K ﹤0.01%
1,847
+318
946
$550K ﹤0.01%
+7,406
947
$548K ﹤0.01%
985
+49
948
$546K ﹤0.01%
1,975
+212
949
$545K ﹤0.01%
2,294
-94
950
$541K ﹤0.01%
4,503
+263
36 37
38
39 40