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
1326
$261K ﹤0.01%
6,310
-1,774
1327
$260K ﹤0.01%
4,480
-2
1328
$259K ﹤0.01%
+811
1329
$258K ﹤0.01%
+6,290
1330
$258K ﹤0.01%
10,771
+2,108
1331
$258K ﹤0.01%
+7,589
1332
$258K ﹤0.01%
14,426
+294
1333
$258K ﹤0.01%
+1,799
1334
$258K ﹤0.01%
+1,621
1335
$256K ﹤0.01%
+9,726
1336
$256K ﹤0.01%
6,929
-1,079
1337
$255K ﹤0.01%
10,309
-2,997
1338
$255K ﹤0.01%
+3,307
1339
$254K ﹤0.01%
1,849
+26
1340
$254K ﹤0.01%
+1,495
1341
$254K ﹤0.01%
+1,762
1342
$253K ﹤0.01%
+8,039
1343
$253K ﹤0.01%
+775
1344
$253K ﹤0.01%
129
+3
1345
$252K ﹤0.01%
7,272
+814
1346
$251K ﹤0.01%
+800
1347
$251K ﹤0.01%
9,337
+113
1348
$250K ﹤0.01%
+1,416
1349
$250K ﹤0.01%
32,932
-2,769
1350
$250K ﹤0.01%
+5,641
52 53
54
55 56