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
1376
$239K ﹤0.01%
1,705
-365
1377
$238K ﹤0.01%
11,283
-780
1378
$238K ﹤0.01%
26,291
+61
1379
$238K ﹤0.01%
3,521
-86
1380
$237K ﹤0.01%
2,540
+48
1381
$236K ﹤0.01%
1,412
-12
1382
$236K ﹤0.01%
4,795
+23
1383
$236K ﹤0.01%
15,448
+352
1384
$235K ﹤0.01%
+26,370
1385
$235K ﹤0.01%
+4,082
1386
$235K ﹤0.01%
2,400
-180
1387
$235K ﹤0.01%
+1,241
1388
$234K ﹤0.01%
+2,392
1389
$234K ﹤0.01%
7,524
1390
$234K ﹤0.01%
+9,170
1391
$233K ﹤0.01%
16,070
+41
1392
$233K ﹤0.01%
+6,470
1393
$233K ﹤0.01%
+5,552
1394
$233K ﹤0.01%
3,600
-86
1395
$233K ﹤0.01%
+1,463
1396
$232K ﹤0.01%
10,575
+152
1397
$232K ﹤0.01%
6,000
-400
1398
$232K ﹤0.01%
+848
1399
$232K ﹤0.01%
+563
1400
$232K ﹤0.01%
+2,484
54 55
56
57 58