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
1501
$134K ﹤0.01%
20,158
1502
$134K ﹤0.01%
13,120
-156
1503
$132K ﹤0.01%
10,967
1504
$130K ﹤0.01%
22,100
+146
1505
$128K ﹤0.01%
+83,790
1506
$125K ﹤0.01%
21,754
+33
1507
$123K ﹤0.01%
32,338
+3,182
1508
$120K ﹤0.01%
+10,000
1509
$116K ﹤0.01%
26,488
+5,941
1510
$116K ﹤0.01%
17,022
+100
1511
$116K ﹤0.01%
11,484
-660
1512
$116K ﹤0.01%
15,000
1513
$115K ﹤0.01%
+11,060
1514
$111K ﹤0.01%
56,433
-1,002
1515
$110K ﹤0.01%
11,387
-8,005
1516
$109K ﹤0.01%
10,361
1517
$108K ﹤0.01%
16,579
1518
$104K ﹤0.01%
12,825
-3,700
1519
$103K ﹤0.01%
14,819
+2,068
1520
$98.7K ﹤0.01%
12,688
+111
1521
$98.4K ﹤0.01%
16,996
-6,426
1522
$95.8K ﹤0.01%
22,333
-1,763
1523
$91.1K ﹤0.01%
17,425
+156
1524
$88.3K ﹤0.01%
+30,124
1525
$87.7K ﹤0.01%
+10,339
59 60
61
62 63