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
1276
$287K ﹤0.01%
3,108
-359
1277
$287K ﹤0.01%
5,384
-957
1278
$286K ﹤0.01%
10,150
1279
$286K ﹤0.01%
10,206
1280
$284K ﹤0.01%
8,403
+13
1281
$282K ﹤0.01%
2,522
+401
1282
$282K ﹤0.01%
+18,745
1283
$282K ﹤0.01%
4,792
-198
1284
$282K ﹤0.01%
13,218
+635
1285
$282K ﹤0.01%
30,826
-1,817
1286
$281K ﹤0.01%
+6,442
1287
$281K ﹤0.01%
+10,242
1288
$281K ﹤0.01%
3,676
+3
1289
$281K ﹤0.01%
5,164
+323
1290
$280K ﹤0.01%
+3,443
1291
$280K ﹤0.01%
+2,484
1292
$279K ﹤0.01%
+11,785
1293
$277K ﹤0.01%
+3,432
1294
$276K ﹤0.01%
+3,627
1295
$275K ﹤0.01%
+1,569
1296
$275K ﹤0.01%
4,972
-173
1297
$274K ﹤0.01%
1,455
-63
1298
$274K ﹤0.01%
7,029
+1,163
1299
$273K ﹤0.01%
5,020
-8,335
1300
$273K ﹤0.01%
3,292
+10
50 51
52
53 54