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
376
$3.5M 0.02%
9,928
-135
377
$3.46M 0.02%
11,630
+9,155
378
$3.46M 0.02%
68,139
+61,079
379
$3.42M 0.02%
14,294
+657
380
$3.42M 0.02%
56,022
+3,413
381
$3.39M 0.02%
20,327
+1,075
382
$3.39M 0.02%
42,038
+110
383
$3.38M 0.02%
72,931
-1,359
384
$3.36M 0.02%
6,849
-504
385
$3.36M 0.02%
44,569
-3,161
386
$3.33M 0.02%
22,737
-16,546
387
$3.27M 0.02%
39,915
+2,485
388
$3.25M 0.02%
12,491
-1,188
389
$3.25M 0.02%
46,725
-1,018
390
$3.25M 0.02%
32,288
-1,518
391
$3.25M 0.02%
40,245
+4,442
392
$3.22M 0.02%
108,530
-2,103
393
$3.22M 0.02%
66,393
+37,863
394
$3.21M 0.02%
18,044
+3,470
395
$3.2M 0.02%
9,715
+59
396
$3.19M 0.02%
35,800
+1,928
397
$3.19M 0.02%
122,388
-3,300
398
$3.17M 0.02%
21,351
+1,600
399
$3.17M 0.02%
24,411
+453
400
$3.16M 0.02%
76,847
-1,165
14 15
16
17 18