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
176
$11.4M 0.08%
230,047
-357,184
177
$11.3M 0.08%
227,364
-26,454
178
$11.1M 0.08%
256,806
-44,760
179
$10.9M 0.07%
239,115
-112,536
180
$10.7M 0.07%
216,974
-180,663
181
$10.7M 0.07%
64,881
-52,086
182
$10.6M 0.07%
97,879
-77,478
183
$10.6M 0.07%
74,785
+649
184
$10.6M 0.07%
101,932
+9,185
185
$10.6M 0.07%
126,060
-2,339
186
$10.5M 0.07%
200,906
+676
187
$10.3M 0.07%
121,538
-3,739
188
$10.3M 0.07%
354,296
+263
189
$9.99M 0.07%
595,791
-503
190
$9.96M 0.07%
193,268
+2,744
191
$9.83M 0.07%
77,672
+2,114
192
$9.56M 0.07%
65,697
+4,304
193
$9.53M 0.07%
42,973
+2,712
194
$9.44M 0.06%
22,228
-1,274
195
$9.39M 0.06%
69,544
-44,038
196
$9.36M 0.06%
6,157
+71
197
$9.27M 0.06%
169,445
+20,728
198
$9.2M 0.06%
68,458
-83,729
199
$9.17M 0.06%
2,247,469
-2,986
200
$9.12M 0.06%
62,292
+3,131
6 7
8
9 10