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
976
$511K ﹤0.01%
15,488
-4,615
977
$511K ﹤0.01%
4,878
-172
978
$506K ﹤0.01%
9,080
979
$506K ﹤0.01%
1,949
+614
980
$504K ﹤0.01%
+37,031
981
$504K ﹤0.01%
+5,309
982
$503K ﹤0.01%
6,924
-46
983
$502K ﹤0.01%
3,480
+1,615
984
$501K ﹤0.01%
+2,675
985
$500K ﹤0.01%
21,123
+5,367
986
$499K ﹤0.01%
1,627
+62
987
$498K ﹤0.01%
+1,748
988
$498K ﹤0.01%
+9,002
989
$497K ﹤0.01%
26,250
+10,216
990
$497K ﹤0.01%
+3,464
991
$496K ﹤0.01%
9,862
-632
992
$496K ﹤0.01%
+6,901
993
$495K ﹤0.01%
+7,135
994
$494K ﹤0.01%
4,789
+1,155
995
$492K ﹤0.01%
6,915
+3,101
996
$491K ﹤0.01%
16,754
+1,665
997
$490K ﹤0.01%
10,265
-1,005
998
$489K ﹤0.01%
+8,574
999
$485K ﹤0.01%
10,202
-532
1000
$484K ﹤0.01%
34,210
+2,631
38 39
40
41 42