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
1251
$301K ﹤0.01%
6,252
+2,546
1252
$300K ﹤0.01%
4,088
+442
1253
$300K ﹤0.01%
+6,805
1254
$298K ﹤0.01%
1,231
+97
1255
$297K ﹤0.01%
+2,694
1256
$296K ﹤0.01%
+2,935
1257
$295K ﹤0.01%
40
+3
1258
$295K ﹤0.01%
6,134
+384
1259
$295K ﹤0.01%
2,601
-19,770
1260
$295K ﹤0.01%
3,588
-410
1261
$295K ﹤0.01%
4,564
+1,261
1262
$293K ﹤0.01%
+1,695
1263
$292K ﹤0.01%
+1,306
1264
$291K ﹤0.01%
+1,723
1265
$291K ﹤0.01%
+4,934
1266
$291K ﹤0.01%
4,245
+468
1267
$290K ﹤0.01%
+4,603
1268
$289K ﹤0.01%
+16,308
1269
$289K ﹤0.01%
6,596
+1,180
1270
$289K ﹤0.01%
7,500
1271
$289K ﹤0.01%
+12,344
1272
$288K ﹤0.01%
7,741
1273
$287K ﹤0.01%
8,561
-839
1274
$287K ﹤0.01%
2,018
+143
1275
$287K ﹤0.01%
2,877
+2
49 50
51
52 53