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
401
$3.15M 0.02%
16,360
-822
402
$3.14M 0.02%
11,609
+413
403
$3.11M 0.02%
23,474
-3,089
404
$3.1M 0.02%
23,663
+1,207
405
$3.1M 0.02%
21,062
+2,239
406
$3.09M 0.02%
9,898
+215
407
$3.09M 0.02%
49,107
-711
408
$3.08M 0.02%
+44,390
409
$3.04M 0.02%
50,025
+7,256
410
$3.04M 0.02%
10,341
-1,608
411
$3.02M 0.02%
31,889
+2,158
412
$3.02M 0.02%
6,601
-151
413
$3M 0.02%
39,127
+1,835
414
$2.99M 0.02%
47,249
+2,414
415
$2.98M 0.02%
+25,136
416
$2.98M 0.02%
155,399
+16,591
417
$2.96M 0.02%
34,841
+205
418
$2.96M 0.02%
30,892
-3,711
419
$2.96M 0.02%
13,982
+11,915
420
$2.91M 0.02%
1,521
-6
421
$2.91M 0.02%
59,949
-198
422
$2.9M 0.02%
20,674
-551
423
$2.89M 0.02%
40,482
+7
424
$2.88M 0.02%
20,116
+5,890
425
$2.88M 0.02%
+193,279
15 16
17
18 19