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
1176
$347K ﹤0.01%
7,545
+4,708
1177
$347K ﹤0.01%
+6,757
1178
$344K ﹤0.01%
19,177
+4,199
1179
$344K ﹤0.01%
3,498
-160
1180
$343K ﹤0.01%
2,830
-509
1181
$342K ﹤0.01%
+703
1182
$342K ﹤0.01%
3,421
+903
1183
$342K ﹤0.01%
+9,764
1184
$342K ﹤0.01%
+15,607
1185
$342K ﹤0.01%
+2,718
1186
$341K ﹤0.01%
+11,608
1187
$341K ﹤0.01%
+11,221
1188
$340K ﹤0.01%
+10,733
1189
$340K ﹤0.01%
4,474
+441
1190
$340K ﹤0.01%
2,279
+242
1191
$340K ﹤0.01%
83,070
-1,793
1192
$340K ﹤0.01%
+2,634
1193
$339K ﹤0.01%
5,297
+256
1194
$339K ﹤0.01%
1,486
-10
1195
$339K ﹤0.01%
+2,005
1196
$338K ﹤0.01%
1,514
-54
1197
$338K ﹤0.01%
5,532
-254
1198
$338K ﹤0.01%
+13,544
1199
$337K ﹤0.01%
4,923
1200
$337K ﹤0.01%
+3,216
46 47
48
49 50