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
1451
$208K ﹤0.01%
+13,904
1452
$208K ﹤0.01%
+24,563
1453
$208K ﹤0.01%
+3,972
1454
$207K ﹤0.01%
1,272
-188
1455
$207K ﹤0.01%
5,000
1456
$207K ﹤0.01%
3,291
-7
1457
$207K ﹤0.01%
24,371
-3,318
1458
$207K ﹤0.01%
1,855
-16
1459
$206K ﹤0.01%
+1,566
1460
$205K ﹤0.01%
+1,329
1461
$205K ﹤0.01%
1,545
-624
1462
$204K ﹤0.01%
+8,169
1463
$204K ﹤0.01%
+3,442
1464
$204K ﹤0.01%
3,031
-336
1465
$204K ﹤0.01%
+2,293
1466
$204K ﹤0.01%
11,177
-4,367
1467
$203K ﹤0.01%
+3,081
1468
$203K ﹤0.01%
+1,795
1469
$202K ﹤0.01%
+4,447
1470
$202K ﹤0.01%
1,730
-258
1471
$201K ﹤0.01%
29,322
-171
1472
$201K ﹤0.01%
24,107
-174
1473
$200K ﹤0.01%
10,939
+40
1474
$200K ﹤0.01%
+14,340
1475
$199K ﹤0.01%
+20,953
57 58
59
60 61