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
1226
$320K ﹤0.01%
11,964
+246
1227
$319K ﹤0.01%
3,631
+12
1228
$319K ﹤0.01%
6,856
+59
1229
$317K ﹤0.01%
15,268
-1,459
1230
$317K ﹤0.01%
2,424
1231
$315K ﹤0.01%
15,111
+250
1232
$315K ﹤0.01%
2,878
-277
1233
$315K ﹤0.01%
17,271
-3,300
1234
$315K ﹤0.01%
+934
1235
$313K ﹤0.01%
2,157
-87
1236
$311K ﹤0.01%
2,504
+444
1237
$311K ﹤0.01%
+8,633
1238
$311K ﹤0.01%
+14,804
1239
$311K ﹤0.01%
+5,247
1240
$310K ﹤0.01%
12,091
+149
1241
$308K ﹤0.01%
3,881
+58
1242
$307K ﹤0.01%
1,067
+400
1243
$305K ﹤0.01%
4,522
+1,276
1244
$305K ﹤0.01%
15,387
-9
1245
$304K ﹤0.01%
2,501
+188
1246
$303K ﹤0.01%
13,942
+1,205
1247
$303K ﹤0.01%
+1,231
1248
$302K ﹤0.01%
+5,719
1249
$302K ﹤0.01%
+6,973
1250
$301K ﹤0.01%
3,300
+15
48 49
50
51 52