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
1151
$361K ﹤0.01%
3,800
-248
1152
$361K ﹤0.01%
3,346
+101
1153
$360K ﹤0.01%
4,460
-203
1154
$358K ﹤0.01%
15,740
-5,730
1155
$358K ﹤0.01%
7,060
+1,700
1156
$358K ﹤0.01%
+4,272
1157
$357K ﹤0.01%
9,724
+3,226
1158
$357K ﹤0.01%
8,941
-651
1159
$357K ﹤0.01%
8,974
1160
$357K ﹤0.01%
11,645
+4,195
1161
$356K ﹤0.01%
+5,567
1162
$356K ﹤0.01%
31,002
-798
1163
$356K ﹤0.01%
23,837
+10,324
1164
$355K ﹤0.01%
+3,577
1165
$355K ﹤0.01%
+375
1166
$355K ﹤0.01%
15,997
+2,671
1167
$353K ﹤0.01%
+2,603
1168
$350K ﹤0.01%
19,649
-898
1169
$349K ﹤0.01%
9,585
-621
1170
$348K ﹤0.01%
4,319
+1,552
1171
$348K ﹤0.01%
3,623
+20
1172
$348K ﹤0.01%
+3,306
1173
$348K ﹤0.01%
9,268
-12,665
1174
$347K ﹤0.01%
81,683
+6,312
1175
$347K ﹤0.01%
+12,601
45 46
47
48 49