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
1551
$13.4K ﹤0.01%
10,000
-60,500
1552
$13.3K ﹤0.01%
16,761
-5,885
1553
$2.25K ﹤0.01%
+440
1554
$1.29K ﹤0.01%
64,000
1555
– –
-16,348
1556
– –
-11,090
1557
– –
-3,901
1558
– –
-10,677
1559
– –
-12,737
1560
– –
-12,469
1561
– –
-1,595
1562
– –
-10,191
1563
– –
-8,242
1564
– –
-10,298
1565
– –
-6,222
1566
– –
-10,155
1567
– –
-8,118
1568
– –
-1,059
1569
– –
-6,663
1570
– –
-15,976
1571
– –
-78,126
1572
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-6,775
1573
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-5,949
1574
– –
-3,825
1575
– –
-6,124
61 62
63
64 65