SFA

Sequoia Financial Advisors Portfolio holdings

AUM $17.8B
1-Year Est. Return 21.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$16.4B
AUM Growth
+$1.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,765
New
Increased
Reduced
Closed

Top Buys

1
+$148M
2
+$88.6M
3
+$82.4M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$81M
5
VUG icon
Vanguard Growth ETF
VUG
+$46.1M

Top Sells

1
+$98.9M
2
+$58.9M
3
+$52.1M
4
SFGV
Sequoia Global Value ETF
SFGV
+$48.3M
5
HON icon
Honeywell
HON
+$41.9M

Sector Composition

1 Technology 13.2%
2 Financials 7.23%
3 Consumer Discretionary 5.03%
4 Industrials 4.91%
5 Communication Services 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8M 0.05%
81,208
-6,677
227
$7.98M 0.05%
108,597
-6,320
228
$7.93M 0.05%
24,509
-266
229
$7.86M 0.05%
42,797
-44,951
230
$7.81M 0.05%
12,393
+520
231
$7.59M 0.05%
53,411
+5,001
232
$7.59M 0.05%
114,851
+29,001
233
$7.58M 0.05%
15,960
+1,122
234
$7.54M 0.05%
89,961
+2,862
235
$7.5M 0.05%
131,888
+7,460
236
$7.47M 0.05%
44,654
+1,999
237
$7.44M 0.05%
67,068
+4,776
238
$7.3M 0.04%
313,721
+47,275
239
$7.28M 0.04%
28,631
-176
240
$7.23M 0.04%
160,205
+6,754
241
$7.22M 0.04%
14,878
+247
242
$7.2M 0.04%
91,265
243
$7.14M 0.04%
50,629
+25,770
244
$7.1M 0.04%
85,512
+1,322
245
$7.08M 0.04%
31,404
+3,499
246
$7.07M 0.04%
25,327
+11,781
247
$7.06M 0.04%
84,579
-3,892
248
$7M 0.04%
156,734
+5,528
249
$6.99M 0.04%
97,923
-4,724
250
$6.97M 0.04%
9,017
+29
8 9
10
11 12