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
26
$128M 0.78%
1,606,734
+603,396
27
$116M 0.71%
145,647
+10,957
28
$115M 0.7%
364,523
+4,211
29
$114M 0.69%
226,492
-1,478
30
$112M 0.68%
146,222
+6,021
31
$111M 0.68%
458,223
-27,263
32
$108M 0.66%
1,076,919
+435,021
33
$104M 0.64%
1,393,235
+112,562
34
$103M 0.63%
1,797,735
+95,632
35
$103M 0.63%
615,217
+8,664
36
$102M 0.62%
1,410,942
-25,881
37
$101M 0.61%
151,309
-689
38
$99.7M 0.61%
1,001,576
+62,297
39
$95.1M 0.58%
471,018
+729
40
$91.9M 0.56%
2,528,404
+192,951
41
$84.3M 0.51%
176,626
+5,675
42
$81.4M 0.5%
1,626,620
-2,027
43
$81.1M 0.49%
237,420
+5,910
44
$80.7M 0.49%
585,621
-29,589
45
$79.6M 0.49%
772,302
+16,474
46
$75.4M 0.46%
1,295,374
+34,024
47
$73.8M 0.45%
79,754
+4,193
48
$73.1M 0.45%
648,660
+18,051
49
$71.7M 0.44%
177,021
+6,405
50
$68.3M 0.42%
575,028
-453,095
1
2
3 4 5