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
1426
$218K ﹤0.01%
2,950
-247
1427
$217K ﹤0.01%
+3,999
1428
$217K ﹤0.01%
+2,623
1429
$217K ﹤0.01%
5,026
+184
1430
$217K ﹤0.01%
+1,368
1431
$216K ﹤0.01%
+1,128
1432
$216K ﹤0.01%
+2,330
1433
$216K ﹤0.01%
12,464
+56
1434
$215K ﹤0.01%
6,875
-5
1435
$215K ﹤0.01%
7,960
1436
$215K ﹤0.01%
42,675
1437
$214K ﹤0.01%
5,828
-4
1438
$214K ﹤0.01%
7,778
+4
1439
$213K ﹤0.01%
+13,093
1440
$212K ﹤0.01%
1,172
-56
1441
$212K ﹤0.01%
+3,138
1442
$212K ﹤0.01%
18,462
+242
1443
$212K ﹤0.01%
32,188
-655
1444
$212K ﹤0.01%
+15,714
1445
$211K ﹤0.01%
+4,405
1446
$211K ﹤0.01%
10,759
-214
1447
$210K ﹤0.01%
+3,725
1448
$209K ﹤0.01%
2,373
-230
1449
$209K ﹤0.01%
2,230
-1
1450
$209K ﹤0.01%
+2,348
56 57
58
59 60