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
251
$6.93M 0.04%
24,543
+2,199
252
$6.88M 0.04%
162,052
+82,573
253
$6.88M 0.04%
79,558
+2,521
254
$6.85M 0.04%
73,392
+8,552
255
$6.8M 0.04%
68,960
+66,466
256
$6.7M 0.04%
22,488
+1,096
257
$6.68M 0.04%
53,698
+2,103
258
$6.61M 0.04%
100,264
-6,647
259
$6.54M 0.04%
70,043
+1,632
260
$6.51M 0.04%
230,110
+30,205
261
$6.43M 0.04%
87,371
-1,475
262
$6.41M 0.04%
94,087
-21,064
263
$6.34M 0.04%
58,187
+7,906
264
$6.31M 0.04%
35,304
+1,905
265
$6.29M 0.04%
19,476
+999
266
$6.29M 0.04%
177,167
+25,340
267
$6.19M 0.04%
69,985
+3,205
268
$6.18M 0.04%
57,528
-7,497
269
$6.14M 0.04%
35,127
+1,672
270
$6.07M 0.04%
42,838
+2,355
271
$6.02M 0.04%
61,071
+4,946
272
$6.02M 0.04%
69,379
+666
273
$6.01M 0.04%
32,645
+20
274
$5.9M 0.04%
112,919
+98,803
275
$5.88M 0.04%
23,779
+1,624
9 10
11
12 13