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
1351
$250K ﹤0.01%
4,423
-173
1352
$249K ﹤0.01%
+14,728
1353
$249K ﹤0.01%
708
+42
1354
$249K ﹤0.01%
+2,703
1355
$248K ﹤0.01%
+17,396
1356
$248K ﹤0.01%
+4,766
1357
$248K ﹤0.01%
+11,117
1358
$247K ﹤0.01%
8,290
+347
1359
$247K ﹤0.01%
3,056
+401
1360
$246K ﹤0.01%
+5,894
1361
$245K ﹤0.01%
781
-44
1362
$245K ﹤0.01%
+19,560
1363
$244K ﹤0.01%
25,838
-31,523
1364
$244K ﹤0.01%
+1,291
1365
$243K ﹤0.01%
9,118
-1,345
1366
$243K ﹤0.01%
+2,155
1367
$243K ﹤0.01%
+1,341
1368
$243K ﹤0.01%
2,494
-303
1369
$242K ﹤0.01%
24,929
+7,915
1370
$242K ﹤0.01%
+2,963
1371
$241K ﹤0.01%
5,055
-252
1372
$241K ﹤0.01%
4,807
+294
1373
$240K ﹤0.01%
+2,733
1374
$240K ﹤0.01%
5,967
+523
1375
$239K ﹤0.01%
+1,571
53 54
55
56 57