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
351
$3.82M 0.02%
29,964
-1,834
352
$3.81M 0.02%
92,973
+63,832
353
$3.79M 0.02%
44,813
+400
354
$3.79M 0.02%
21,198
+1,177
355
$3.78M 0.02%
322,047
+12,273
356
$3.77M 0.02%
80,257
+92
357
$3.76M 0.02%
14,073
+197
358
$3.75M 0.02%
111,740
+6,982
359
$3.72M 0.02%
21,843
+1,442
360
$3.7M 0.02%
78,711
-8,342
361
$3.67M 0.02%
12,022
+11
362
$3.67M 0.02%
5,103
+1,017
363
$3.66M 0.02%
127,243
+701
364
$3.66M 0.02%
21,703
-1,414
365
$3.65M 0.02%
22,898
+1,625
366
$3.63M 0.02%
7,401
+342
367
$3.62M 0.02%
143,799
+14,644
368
$3.61M 0.02%
49,160
+12,908
369
$3.6M 0.02%
3,334
+278
370
$3.58M 0.02%
17,787
-166,938
371
$3.55M 0.02%
39,003
+1,717
372
$3.54M 0.02%
49,455
-434
373
$3.54M 0.02%
17,603
+1,171
374
$3.53M 0.02%
29,498
+6,986
375
$3.52M 0.02%
54,175
+5,916
13 14
15
16 17