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
1
$1.08B 7.39%
3,555,236
+96,600
2
$987M 6.75%
33,727,130
+107,581
3
$429M 2.93%
5,549,414
+497,578
4
$378M 2.59%
2,393,538
+149,474
5
$363M 2.48%
728,783
+45,809
6
$359M 2.45%
3,283,557
+36,007
7
$327M 2.23%
1,592,873
+76,870
8
$299M 2.05%
5,403,637
+142,592
9
$282M 1.93%
6,662,285
+1,034,590
10
$251M 1.71%
3,154,064
-22,706
11
$244M 1.67%
1,111,807
+42,859
12
$199M 1.36%
2,532,898
-25,145
13
$175M 1.2%
1,674,873
+97,711
14
$171M 1.17%
1,325,997
+201,224
15
$169M 1.16%
614,611
+57,008
16
$155M 1.06%
210,526
+20,912
17
$146M 1%
478,370
+31,019
18
$137M 0.94%
4,632,242
+424,489
19
$129M 0.88%
4,384,277
+65,025
20
$125M 0.85%
2,695,517
+536,335
21
$122M 0.83%
2,878,822
+765,145
22
$120M 0.82%
4,528,515
+971,867
23
$120M 0.82%
679,337
-51,253
24
$119M 0.82%
2,256,451
+450,650
25
$112M 0.77%
1,028,123
+78,649
1
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