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
101
$27.2M 0.19%
80,024
+1,705
102
$26.2M 0.18%
612,876
-23,136
103
$26M 0.18%
210,474
+11,447
104
$25.9M 0.18%
118,434
+8,579
105
$25.7M 0.18%
106,754
-33,149
106
$24.3M 0.17%
42,753
-1,069
107
$24.1M 0.17%
301,255
-317
108
$24M 0.16%
90,063
+31,324
109
$23.8M 0.16%
172,490
-17,688
110
$23.7M 0.16%
299,098
+18,652
111
$23.5M 0.16%
128,585
-39,369
112
$22.6M 0.15%
168,460
+21,500
113
$21M 0.14%
247,126
+8,337
114
$20.1M 0.14%
502,402
-171,431
115
$20M 0.14%
125,831
+8,777
116
$20M 0.14%
127,152
+197
117
$19.8M 0.14%
138,070
+3,611
118
$19.7M 0.13%
670,098
-21
119
$19.6M 0.13%
76,260
+2,700
120
$19.5M 0.13%
208,088
-16,827
121
$19.5M 0.13%
76,057
+3,367
122
$18.9M 0.13%
1,220,918
-42,536
123
$18.5M 0.13%
629,629
-7,063
124
$18.5M 0.13%
261,856
-124
125
$18.2M 0.12%
25
3 4
5
6 7