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
1401
$231K ﹤0.01%
1,350
-18
1402
$230K ﹤0.01%
6,468
-76
1403
$230K ﹤0.01%
+561
1404
$230K ﹤0.01%
+2,479
1405
$229K ﹤0.01%
19,429
1406
$229K ﹤0.01%
4,086
-679
1407
$229K ﹤0.01%
4,050
-800
1408
$228K ﹤0.01%
+7,084
1409
$227K ﹤0.01%
16,554
+1,458
1410
$227K ﹤0.01%
558
+80
1411
$227K ﹤0.01%
+2,583
1412
$227K ﹤0.01%
4,772
1413
$226K ﹤0.01%
+4,846
1414
$226K ﹤0.01%
+1,956
1415
$225K ﹤0.01%
3,433
1416
$224K ﹤0.01%
+14,591
1417
$224K ﹤0.01%
+2,580
1418
$221K ﹤0.01%
+14,459
1419
$221K ﹤0.01%
+2,867
1420
$220K ﹤0.01%
+5,807
1421
$220K ﹤0.01%
+10,566
1422
$219K ﹤0.01%
+3,898
1423
$219K ﹤0.01%
9,515
-148
1424
$218K ﹤0.01%
+1,840
1425
$218K ﹤0.01%
+8,534
55 56
57
58 59