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
1051
$444K ﹤0.01%
+7,106
1052
$444K ﹤0.01%
5,565
1053
$444K ﹤0.01%
+4,382
1054
$441K ﹤0.01%
+12,284
1055
$441K ﹤0.01%
66,911
+982
1056
$439K ﹤0.01%
+3,481
1057
$438K ﹤0.01%
19,448
-1,057
1058
$437K ﹤0.01%
+3,878
1059
$436K ﹤0.01%
+5,807
1060
$434K ﹤0.01%
7,450
+978
1061
$433K ﹤0.01%
7,485
-95
1062
$432K ﹤0.01%
4,796
+2,027
1063
$432K ﹤0.01%
1,835
+73
1064
$429K ﹤0.01%
2,135
-85
1065
$429K ﹤0.01%
13,152
+3,129
1066
$429K ﹤0.01%
3,350
1067
$428K ﹤0.01%
2,714
+1,218
1068
$428K ﹤0.01%
10,177
-2,217
1069
$427K ﹤0.01%
5,719
+3,143
1070
$427K ﹤0.01%
+1,882
1071
$426K ﹤0.01%
38,062
1072
$426K ﹤0.01%
4,009
+478
1073
$425K ﹤0.01%
70,326
+15,358
1074
$425K ﹤0.01%
2,217
+5
1075
$425K ﹤0.01%
39,838
+26,466
41 42
43
44 45