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
276
$5.77M 0.04%
10,629
+675
277
$5.74M 0.04%
26,575
+275
278
$5.67M 0.03%
45,819
+8,711
279
$5.65M 0.03%
27,337
-1,308
280
$5.64M 0.03%
111,336
+1,637
281
$5.6M 0.03%
110,901
+7,470
282
$5.59M 0.03%
76,881
-156
283
$5.53M 0.03%
12,101
-440
284
$5.48M 0.03%
13,980
-393
285
$5.47M 0.03%
64,721
+6,154
286
$5.46M 0.03%
42,568
+4,156
287
$5.43M 0.03%
+100,298
288
$5.43M 0.03%
55,384
+5,121
289
$5.36M 0.03%
41,795
+3,832
290
$5.29M 0.03%
70,408
-4,873
291
$5.29M 0.03%
36,277
+2,763
292
$5.28M 0.03%
30,515
+273
293
$5.24M 0.03%
10,628
+1,713
294
$5.24M 0.03%
82,313
+7,218
295
$5.21M 0.03%
17,382
-25
296
$5.2M 0.03%
54,998
-3,670
297
$5.19M 0.03%
73,715
+4,857
298
$5.19M 0.03%
201,173
-5,076
299
$5.17M 0.03%
17,885
+514
300
$5.15M 0.03%
25,299
+2,536
10 11
12
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