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
1076
$424K ﹤0.01%
+37,156
1077
$423K ﹤0.01%
20,701
-854
1078
$423K ﹤0.01%
3,340
-344
1079
$422K ﹤0.01%
3,602
-105
1080
$422K ﹤0.01%
20,419
-1,704
1081
$421K ﹤0.01%
12,249
-767
1082
$420K ﹤0.01%
7,314
+16
1083
$420K ﹤0.01%
19,659
+108
1084
$419K ﹤0.01%
10,147
-300
1085
$417K ﹤0.01%
+4,308
1086
$415K ﹤0.01%
11,565
+3,997
1087
$414K ﹤0.01%
+13,114
1088
$413K ﹤0.01%
+1,507
1089
$413K ﹤0.01%
22,281
-2,863
1090
$412K ﹤0.01%
4,585
+1,939
1091
$411K ﹤0.01%
942
+59
1092
$411K ﹤0.01%
5,731
+625
1093
$411K ﹤0.01%
3,985
-53
1094
$410K ﹤0.01%
+7,146
1095
$408K ﹤0.01%
3,064
+422
1096
$407K ﹤0.01%
+1,365
1097
$405K ﹤0.01%
4,650
+1,886
1098
$405K ﹤0.01%
20,773
+4,499
1099
$404K ﹤0.01%
+7,394
1100
$403K ﹤0.01%
+5,338
42 43
44
45 46