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
201
$9.11M 0.06%
70,870
+3,937
202
$9.04M 0.06%
144,935
-1,341
203
$8.93M 0.06%
88,471
-10,051
204
$8.63M 0.06%
72,768
+62,013
205
$8.5M 0.06%
52,058
+7,660
206
$8.37M 0.06%
114,917
-56,826
207
$8.32M 0.06%
45,420
+8,232
208
$8.24M 0.06%
89,739
+4,796
209
$8.23M 0.06%
161,716
-2,268
210
$8.15M 0.06%
336,033
-20,672
211
$8.09M 0.06%
178,722
+6,427
212
$8.02M 0.05%
38,283
+4,847
213
$8.02M 0.05%
87,885
+73,049
214
$7.76M 0.05%
24,775
+1,906
215
$7.66M 0.05%
53,960
+8,149
216
$7.36M 0.05%
115,151
+40,661
217
$7.24M 0.05%
15,640
+2,790
218
$7.1M 0.05%
153,451
+7,319
219
$7.05M 0.05%
141,149
+33,436
220
$7.04M 0.05%
278,228
-145,107
221
$6.96M 0.05%
14,838
+2,596
222
$6.94M 0.05%
65,025
+2,854
223
$6.9M 0.05%
102,647
-1,480
224
$6.83M 0.05%
28,807
-5,862
225
$6.75M 0.05%
91,265
7 8
9
10 11