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
1201
$337K ﹤0.01%
+13,815
1202
$337K ﹤0.01%
2,946
+218
1203
$336K ﹤0.01%
+1,701
1204
$336K ﹤0.01%
+2,484
1205
$335K ﹤0.01%
4,685
-373
1206
$335K ﹤0.01%
924
+1
1207
$335K ﹤0.01%
+5,477
1208
$333K ﹤0.01%
+11,021
1209
$332K ﹤0.01%
14,465
+167
1210
$332K ﹤0.01%
2,746
1211
$332K ﹤0.01%
+2,335
1212
$331K ﹤0.01%
+479
1213
$331K ﹤0.01%
3,109
+51
1214
$330K ﹤0.01%
+4,423
1215
$330K ﹤0.01%
1,427
+161
1216
$330K ﹤0.01%
+2,307
1217
$328K ﹤0.01%
+11,058
1218
$327K ﹤0.01%
16,055
+19
1219
$327K ﹤0.01%
+1,975
1220
$326K ﹤0.01%
5,116
+14
1221
$325K ﹤0.01%
3,755
-24
1222
$324K ﹤0.01%
8,088
+21
1223
$324K ﹤0.01%
6,552
+1,260
1224
$323K ﹤0.01%
+1,639
1225
$320K ﹤0.01%
+9,335
47 48
49
50 51