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
951
$540K ﹤0.01%
19,152
952
$538K ﹤0.01%
4,229
+102
953
$537K ﹤0.01%
73,989
-8,549
954
$537K ﹤0.01%
2,302
-67
955
$536K ﹤0.01%
15,294
-1,471
956
$535K ﹤0.01%
+20,554
957
$534K ﹤0.01%
6,419
+851
958
$534K ﹤0.01%
16,050
+1,935
959
$532K ﹤0.01%
13,878
-1,225
960
$531K ﹤0.01%
4,293
+18
961
$530K ﹤0.01%
30,609
-123
962
$528K ﹤0.01%
1,611
+461
963
$528K ﹤0.01%
11,946
+7,194
964
$527K ﹤0.01%
+24,506
965
$525K ﹤0.01%
4,602
+2,546
966
$524K ﹤0.01%
2,691
-154
967
$521K ﹤0.01%
3,432
+1,677
968
$520K ﹤0.01%
58,258
+30,397
969
$519K ﹤0.01%
15,511
+7,151
970
$517K ﹤0.01%
7,797
+2,118
971
$517K ﹤0.01%
1,660
+801
972
$516K ﹤0.01%
1,169
+487
973
$516K ﹤0.01%
3,029
+776
974
$516K ﹤0.01%
2,356
+1,192
975
$512K ﹤0.01%
8,073
37 38
39
40 41