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
326
$4.35M 0.03%
41,666
-5,623
327
$4.33M 0.03%
51,311
+732
328
$4.27M 0.03%
92,309
-42,159
329
$4.22M 0.03%
8,676
+167
330
$4.21M 0.03%
+151,389
331
$4.2M 0.03%
207,826
-9,192
332
$4.19M 0.03%
37,626
+2,268
333
$4.19M 0.03%
131,593
+102,742
334
$4.17M 0.03%
30,676
+571
335
$4.13M 0.03%
61,377
+385
336
$4.12M 0.03%
42,698
-7,255
337
$4.11M 0.03%
98,045
+6,945
338
$4.11M 0.03%
31,692
+45
339
$4.09M 0.02%
41,873
+1,125
340
$4.08M 0.02%
37,839
+1,720
341
$4.07M 0.02%
9,098
-586
342
$4.05M 0.02%
31,664
-3,382
343
$4.02M 0.02%
16,368
+555
344
$3.98M 0.02%
21,917
-345
345
$3.97M 0.02%
27,777
+289
346
$3.94M 0.02%
8,442
+49
347
$3.93M 0.02%
149,477
+19,641
348
$3.9M 0.02%
27,996
+65
349
$3.89M 0.02%
18,297
+2,378
350
$3.83M 0.02%
30,769
+1,745
12 13
14
15 16