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
301
$5.14M 0.03%
+183,929
302
$5.07M 0.03%
15,039
+2,609
303
$5.01M 0.03%
114,850
-14,724
304
$4.95M 0.03%
9,930
-362
305
$4.95M 0.03%
44,611
+1,509
306
$4.95M 0.03%
19,571
+1,007
307
$4.9M 0.03%
71,972
+8,292
308
$4.9M 0.03%
96,532
+23,533
309
$4.86M 0.03%
51,085
+5,161
310
$4.82M 0.03%
13,031
+69
311
$4.71M 0.03%
38,043
+4,460
312
$4.69M 0.03%
13,159
-145
313
$4.67M 0.03%
74,114
-8,347
314
$4.61M 0.03%
17,744
-1,265
315
$4.55M 0.03%
79,513
-1,669
316
$4.55M 0.03%
156,255
+2,610
317
$4.49M 0.03%
47,148
+3,358
318
$4.47M 0.03%
141,407
-15,808
319
$4.46M 0.03%
4,609
+414
320
$4.45M 0.03%
23,343
+1,291
321
$4.44M 0.03%
52,397
+29,269
322
$4.42M 0.03%
11,674
+222
323
$4.4M 0.03%
77,840
+3,756
324
$4.39M 0.03%
22,166
+522
325
$4.36M 0.03%
61,429
+4,673
11 12
13
14 15