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
1126
$383K ﹤0.01%
9,481
-873
1127
$383K ﹤0.01%
+4,777
1128
$382K ﹤0.01%
8,702
-118
1129
$381K ﹤0.01%
+4,888
1130
$381K ﹤0.01%
4,190
+787
1131
$381K ﹤0.01%
+5,121
1132
$381K ﹤0.01%
1,176
+226
1133
$378K ﹤0.01%
4,883
-2,314
1134
$377K ﹤0.01%
5,527
+773
1135
$376K ﹤0.01%
4,724
+13
1136
$376K ﹤0.01%
+9,245
1137
$373K ﹤0.01%
4,322
+144
1138
$373K ﹤0.01%
108,921
+8,977
1139
$372K ﹤0.01%
14,791
-3,671
1140
$372K ﹤0.01%
26,973
+1,130
1141
$372K ﹤0.01%
4,388
+345
1142
$371K ﹤0.01%
5,879
+640
1143
$369K ﹤0.01%
5,272
+2,082
1144
$367K ﹤0.01%
+6,158
1145
$366K ﹤0.01%
5,135
-30
1146
$364K ﹤0.01%
1,407
+200
1147
$363K ﹤0.01%
6,238
+615
1148
$363K ﹤0.01%
17,728
+2,561
1149
$362K ﹤0.01%
3,740
1150
$362K ﹤0.01%
+7,394
44 45
46
47 48