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
1101
$403K ﹤0.01%
4,438
-298
1102
$403K ﹤0.01%
+1,992
1103
$395K ﹤0.01%
+16,567
1104
$395K ﹤0.01%
7,701
+399
1105
$394K ﹤0.01%
45,568
-1,503
1106
$394K ﹤0.01%
+7,424
1107
$394K ﹤0.01%
2,769
+1,023
1108
$394K ﹤0.01%
9,320
1109
$393K ﹤0.01%
30,324
-143
1110
$390K ﹤0.01%
+15,705
1111
$390K ﹤0.01%
+2,493
1112
$390K ﹤0.01%
+16,136
1113
$389K ﹤0.01%
+7,801
1114
$389K ﹤0.01%
9,021
-5,175
1115
$388K ﹤0.01%
+1,958
1116
$388K ﹤0.01%
+4,525
1117
$388K ﹤0.01%
2,251
+237
1118
$387K ﹤0.01%
6,062
+138
1119
$387K ﹤0.01%
+19,249
1120
$387K ﹤0.01%
+5,329
1121
$386K ﹤0.01%
+5,888
1122
$385K ﹤0.01%
3,742
+205
1123
$385K ﹤0.01%
5,073
+61
1124
$384K ﹤0.01%
5,930
+10
1125
$383K ﹤0.01%
+2,067
43 44
45
46 47