SFA

Sequoia Financial Advisors Portfolio holdings

AUM $17.9B
1-Year Est. Return 20.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.32%
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
+$40.6M
2
+$36.3M
3
+$31.9M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$27.2M
5
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$25.4M

Top Sells

1
+$35.8M
2
+$25.4M
3
+$21.1M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$17.6M
5
CZR icon
Caesars Entertainment
CZR
+$16.6M

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
1526
$87.3K ﹤0.01%
+10,937
1527
$83K ﹤0.01%
+17,464
1528
$82.5K ﹤0.01%
16,345
1529
$81.9K ﹤0.01%
13,877
1530
$69.5K ﹤0.01%
11,061
+23
1531
$67K ﹤0.01%
19,520
-6,214
1532
$66.1K ﹤0.01%
10,591
-43
1533
$65.6K ﹤0.01%
+15,506
1534
$64.9K ﹤0.01%
10,120
1535
$63.4K ﹤0.01%
27,555
+2
1536
$62.7K ﹤0.01%
12,399
-206
1537
$61.3K ﹤0.01%
13,875
+1,083
1538
$59.1K ﹤0.01%
+16,279
1539
$53K ﹤0.01%
20,060
-7
1540
$51.8K ﹤0.01%
12,017
-3,888
1541
$42.9K ﹤0.01%
16,485
-11,449
1542
$41.7K ﹤0.01%
15,865
+3,998
1543
$38.2K ﹤0.01%
+14,757
1544
$36.2K ﹤0.01%
16,932
1545
$28.7K ﹤0.01%
47,941
-53,779
1546
$27.6K ﹤0.01%
43,422
-1,578
1547
$24.2K ﹤0.01%
+14,097
1548
$20.4K ﹤0.01%
10,190
1549
$16.7K ﹤0.01%
37,000
-26,613
1550
$16.6K ﹤0.01%
12,039
60 61
62
63 64