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
476
$2.23M 0.01%
24,528
+2,641
477
$2.23M 0.01%
34,470
-1,640
478
$2.23M 0.01%
22,187
+2,392
479
$2.23M 0.01%
8,196
+670
480
$2.22M 0.01%
16,512
+476
481
$2.22M 0.01%
27,046
-2,289
482
$2.22M 0.01%
2,410
+22
483
$2.2M 0.01%
63,800
-1,967
484
$2.19M 0.01%
19,643
-994
485
$2.19M 0.01%
4,601
+86
486
$2.19M 0.01%
21,115
+10,922
487
$2.19M 0.01%
16,141
+3,201
488
$2.18M 0.01%
6,768
-319
489
$2.17M 0.01%
51,979
+2,311
490
$2.17M 0.01%
68,053
-1,075
491
$2.16M 0.01%
206,461
+32,626
492
$2.16M 0.01%
24,097
+49
493
$2.16M 0.01%
76,158
+5,208
494
$2.15M 0.01%
31,999
-2,061
495
$2.14M 0.01%
13,552
+1,296
496
$2.12M 0.01%
60,347
+7,979
497
$2.11M 0.01%
33,133
-6,724
498
$2.11M 0.01%
65,500
-2,968
499
$2.1M 0.01%
5,999
+564
500
$2.09M 0.01%
22,315
-8,000
18 19
20
21 22