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
426
$2.86M 0.02%
+60,301
427
$2.86M 0.02%
32,631
+1,853
428
$2.83M 0.02%
176,748
+6,263
429
$2.82M 0.02%
19,812
+2,916
430
$2.82M 0.02%
84,529
+12,921
431
$2.77M 0.02%
1,186
+37
432
$2.76M 0.02%
32,633
+27,856
433
$2.75M 0.02%
49,289
+14,156
434
$2.75M 0.02%
135,948
+2,655
435
$2.74M 0.02%
12,760
+630
436
$2.72M 0.02%
3,783
-94
437
$2.71M 0.02%
24,680
+824
438
$2.71M 0.02%
34,612
+2,081
439
$2.7M 0.02%
40,540
-1,216
440
$2.7M 0.02%
23,545
+3,592
441
$2.67M 0.02%
105,635
+12,794
442
$2.67M 0.02%
36,768
+6,900
443
$2.66M 0.02%
33,321
+3,048
444
$2.62M 0.02%
13,352
+1,037
445
$2.62M 0.02%
17,205
+65
446
$2.61M 0.02%
75,962
+3,681
447
$2.61M 0.02%
7,425
+719
448
$2.61M 0.02%
47,132
-2,798
449
$2.56M 0.02%
+119,571
450
$2.56M 0.02%
59,034
+11,635
16 17
18
19 20