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
126
$18.2M 0.12%
87,748
+920
127
$18M 0.12%
98,956
+9,801
128
$17.9M 0.12%
294,254
+25,314
129
$17.9M 0.12%
304,709
-8,139
130
$17.7M 0.12%
65,871
-1,469
131
$17.6M 0.12%
239,624
-290,018
132
$17.6M 0.12%
55,181
+3,148
133
$17.5M 0.12%
214,400
+2,439
134
$17.3M 0.12%
55,188
+1,877
135
$17.2M 0.12%
513,589
-4,606
136
$17.1M 0.12%
209,560
+252
137
$16.9M 0.12%
594,998
-610,915
138
$16.5M 0.11%
176,246
-69,112
139
$16.4M 0.11%
388,473
-15,933
140
$16.1M 0.11%
51,717
-573
141
$16.1M 0.11%
290,496
+1,114
142
$16M 0.11%
+373,670
143
$15.9M 0.11%
81,670
-58,734
144
$15.8M 0.11%
443,407
+16,527
145
$15.7M 0.11%
438,070
-60,933
146
$15.3M 0.1%
291,873
-68,761
147
$15.2M 0.1%
50,743
+1,049
148
$15M 0.1%
52,725
-1,526
149
$14.9M 0.1%
210,931
+14,600
150
$14.9M 0.1%
453,189
+107,262
4 5
6
7 8