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
1301
$273K ﹤0.01%
+3,344
1302
$273K ﹤0.01%
+9,096
1303
$272K ﹤0.01%
9,153
+1,397
1304
$272K ﹤0.01%
2,838
-3,730
1305
$272K ﹤0.01%
1,208
+4
1306
$270K ﹤0.01%
+2,593
1307
$270K ﹤0.01%
+2,403
1308
$268K ﹤0.01%
3,650
+288
1309
$268K ﹤0.01%
+9,167
1310
$267K ﹤0.01%
+11,601
1311
$267K ﹤0.01%
+23,371
1312
$266K ﹤0.01%
3,326
-429
1313
$266K ﹤0.01%
2,275
+348
1314
$266K ﹤0.01%
52,805
+6,871
1315
$265K ﹤0.01%
2,664
+153
1316
$265K ﹤0.01%
+1,885
1317
$265K ﹤0.01%
967
+244
1318
$265K ﹤0.01%
4,857
-805
1319
$264K ﹤0.01%
5,355
-510
1320
$264K ﹤0.01%
5,508
-7,103
1321
$264K ﹤0.01%
1,462
+81
1322
$263K ﹤0.01%
4,200
+904
1323
$263K ﹤0.01%
+7,107
1324
$262K ﹤0.01%
1,625
-150
1325
$261K ﹤0.01%
2,588
+195
51 52
53
54 55