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
1001
$484K ﹤0.01%
14,642
+2,333
1002
$484K ﹤0.01%
20,815
-3,038
1003
$483K ﹤0.01%
5,411
-358
1004
$483K ﹤0.01%
20,981
-4,554
1005
$482K ﹤0.01%
+5,667
1006
$481K ﹤0.01%
+5,994
1007
$480K ﹤0.01%
4,594
-221
1008
$479K ﹤0.01%
35,223
+22,650
1009
$479K ﹤0.01%
34,347
-4,094
1010
$473K ﹤0.01%
10,757
+3,085
1011
$473K ﹤0.01%
2,907
+343
1012
$473K ﹤0.01%
5,939
+2,884
1013
$473K ﹤0.01%
91,242
+15,233
1014
$473K ﹤0.01%
4,272
+475
1015
$472K ﹤0.01%
11,405
-3,377
1016
$472K ﹤0.01%
3,959
+481
1017
$471K ﹤0.01%
6,923
+2,204
1018
$471K ﹤0.01%
+3,581
1019
$471K ﹤0.01%
2,614
+34
1020
$470K ﹤0.01%
2,436
+181
1021
$469K ﹤0.01%
+20,851
1022
$468K ﹤0.01%
2,015
+204
1023
$468K ﹤0.01%
6,973
+546
1024
$468K ﹤0.01%
56,673
+246
1025
$465K ﹤0.01%
9,109
39 40
41
42 43