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
151
$14.9M 0.1%
36,426
+1,119
152
$14.8M 0.1%
79,709
+3,136
153
$14.7M 0.1%
147,791
-11,989
154
$14.7M 0.1%
63,710
+1,219
155
$14.6M 0.1%
623,570
+112,790
156
$14.5M 0.1%
84,241
+2,110
157
$14.4M 0.1%
135,485
-5,331
158
$14.1M 0.1%
332,120
-18,110
159
$13.9M 0.1%
219,725
-99,051
160
$13.9M 0.1%
105,590
-119,744
161
$13.6M 0.09%
17,279
+1,433
162
$13.5M 0.09%
108,867
+4,701
163
$13.1M 0.09%
24,846
+1,498
164
$12.9M 0.09%
23,013
+1,921
165
$12.8M 0.09%
56,603
+8,263
166
$12.4M 0.08%
81,397
-1,661
167
$12.3M 0.08%
515,890
-21,625
168
$12.3M 0.08%
376,350
-150,518
169
$12M 0.08%
173,333
+23,178
170
$12M 0.08%
41,063
+9,691
171
$11.9M 0.08%
275,659
+15,862
172
$11.9M 0.08%
142,157
+7,956
173
$11.7M 0.08%
403,893
+26,147
174
$11.5M 0.08%
77,673
-2,980
175
$11.4M 0.08%
52,951
-2,991
5 6
7
8 9