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
76
$39M 0.27%
121,783
+4,992
77
$38.7M 0.26%
253,324
+10,857
78
$38.6M 0.26%
108,256
+56,866
79
$38.5M 0.26%
813,224
+65,784
80
$38.3M 0.26%
145,977
+1,816
81
$37.5M 0.26%
53,707
+2,931
82
$37.1M 0.25%
781,593
+36,904
83
$36.9M 0.25%
126,369
+7,946
84
$36.9M 0.25%
107,359
-45,243
85
$36.3M 0.25%
149,202
+1,487
86
$36.3M 0.25%
585,289
+71,011
87
$35.9M 0.25%
94,949
+29,168
88
$35.3M 0.24%
33,657
+3,625
89
$35M 0.24%
392,598
-16,849
90
$34.5M 0.24%
1,410,397
-1,124,082
91
$32.6M 0.22%
917,089
-110,107
92
$31.9M 0.22%
100,570
+11,899
93
$30.8M 0.21%
1,071,946
+459,979
94
$30.3M 0.21%
1,038,933
-110,066
95
$30.1M 0.21%
330,159
+1,999
96
$29.2M 0.2%
458,511
-16,931
97
$28.2M 0.19%
200,218
+12,425
98
$28.2M 0.19%
188,475
+18,854
99
$28.1M 0.19%
254,899
+4,587
100
$27.8M 0.19%
153,114
-2,264
2 3
4
5 6