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
451
$2.52M 0.02%
4,142
+392
452
$2.52M 0.02%
73,853
+5,707
453
$2.49M 0.02%
39,891
+1,867
454
$2.49M 0.02%
17,573
+2,392
455
$2.48M 0.02%
10,505
+1,788
456
$2.46M 0.02%
81,455
+7,859
457
$2.46M 0.02%
3,526
+334
458
$2.46M 0.02%
150,908
+16,995
459
$2.45M 0.01%
82,165
-42,014
460
$2.44M 0.01%
59,974
+12,957
461
$2.44M 0.01%
49,664
+5,223
462
$2.43M 0.01%
7,517
+637
463
$2.41M 0.01%
78,863
+475
464
$2.4M 0.01%
200,901
-9,890
465
$2.39M 0.01%
4,931
+97
466
$2.38M 0.01%
5,629
+8
467
$2.35M 0.01%
30,237
+3,776
468
$2.34M 0.01%
75,195
-1,818
469
$2.29M 0.01%
30,187
+10,883
470
$2.29M 0.01%
533
+17
471
$2.29M 0.01%
17,698
+1,671
472
$2.27M 0.01%
14,358
+9,936
473
$2.27M 0.01%
11,232
+1,246
474
$2.25M 0.01%
24,534
+1,397
475
$2.25M 0.01%
10,943
-4,344
17 18
19
20 21