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
1476
$194K ﹤0.01%
59,097
+6,702
1477
$192K ﹤0.01%
51,310
+949
1478
$186K ﹤0.01%
11,318
+271
1479
$185K ﹤0.01%
+18,437
1480
$177K ﹤0.01%
19,065
1481
$177K ﹤0.01%
60,546
+47,485
1482
$174K ﹤0.01%
21,400
-952
1483
$173K ﹤0.01%
27,200
+200
1484
$172K ﹤0.01%
14,000
1485
$171K ﹤0.01%
23,576
+1,440
1486
$170K ﹤0.01%
10,000
1487
$167K ﹤0.01%
54,163
+4,257
1488
$162K ﹤0.01%
+11,104
1489
$161K ﹤0.01%
10,462
-1,438
1490
$159K ﹤0.01%
14,830
-517
1491
$159K ﹤0.01%
+17,450
1492
$158K ﹤0.01%
+10,043
1493
$158K ﹤0.01%
15,806
-4,827
1494
$152K ﹤0.01%
13,163
-2,008
1495
$150K ﹤0.01%
11,761
-637
1496
$146K ﹤0.01%
11,183
-2,232
1497
$146K ﹤0.01%
118,500
1498
$143K ﹤0.01%
10,435
1499
$139K ﹤0.01%
30,488
1500
$136K ﹤0.01%
13,899
58 59
60
61 62