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
501
$2.08M 0.01%
30,879
+465
502
$2.08M 0.01%
26,448
+662
503
$2.07M 0.01%
48,823
+5,541
504
$2.07M 0.01%
3,237
+543
505
$2.06M 0.01%
166,234
+11,200
506
$2.06M 0.01%
13,647
+3,253
507
$2.05M 0.01%
24,706
-1,157
508
$2.05M 0.01%
24,540
+468
509
$2.04M 0.01%
2,132
+288
510
$2.03M 0.01%
105,568
+25,885
511
$2.02M 0.01%
4,739
+180
512
$2M 0.01%
11,911
+15
513
$2M 0.01%
7,706
+66
514
$1.99M 0.01%
4,723
+695
515
$1.98M 0.01%
6,871
+4,365
516
$1.98M 0.01%
25,419
+22,363
517
$1.97M 0.01%
43,117
+2,290
518
$1.97M 0.01%
21,701
-649
519
$1.96M 0.01%
4,306
+389
520
$1.96M 0.01%
14,703
+855
521
$1.96M 0.01%
36,841
+4,846
522
$1.96M 0.01%
42,739
+2,932
523
$1.95M 0.01%
23,716
+2,396
524
$1.95M 0.01%
80,005
525
$1.94M 0.01%
11,467
+1,362
19 20
21
22 23