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
1026
$464K ﹤0.01%
+5,353
1027
$463K ﹤0.01%
12,250
1028
$463K ﹤0.01%
1,938
+138
1029
$462K ﹤0.01%
+3,908
1030
$461K ﹤0.01%
+805
1031
$461K ﹤0.01%
2,987
-33
1032
$461K ﹤0.01%
+6,504
1033
$458K ﹤0.01%
+11,805
1034
$458K ﹤0.01%
25,896
+861
1035
$458K ﹤0.01%
3,091
+1,526
1036
$457K ﹤0.01%
1,248
+546
1037
$456K ﹤0.01%
+2,305
1038
$456K ﹤0.01%
13,529
+3
1039
$455K ﹤0.01%
14,031
+1,682
1040
$454K ﹤0.01%
8,799
+666
1041
$453K ﹤0.01%
2,992
+161
1042
$451K ﹤0.01%
8,769
+4,693
1043
$451K ﹤0.01%
28,408
+17,461
1044
$449K ﹤0.01%
+24,365
1045
$448K ﹤0.01%
3,333
+814
1046
$447K ﹤0.01%
17,634
+4,375
1047
$447K ﹤0.01%
+7,272
1048
$447K ﹤0.01%
11,976
1049
$446K ﹤0.01%
8,392
+103
1050
$444K ﹤0.01%
184,384
+84,813
40 41
42
43 44