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
526
$1.94M 0.01%
79,971
+147
527
$1.94M 0.01%
7,442
+294
528
$1.94M 0.01%
42,954
+32,807
529
$1.93M 0.01%
5,733
+902
530
$1.93M 0.01%
76,737
531
$1.93M 0.01%
28,574
+3,608
532
$1.93M 0.01%
7,086
+469
533
$1.93M 0.01%
24,151
+6,019
534
$1.92M 0.01%
11,672
+344
535
$1.91M 0.01%
59,963
536
$1.91M 0.01%
6,026
-266
537
$1.91M 0.01%
19,489
-9,313
538
$1.9M 0.01%
24,919
+2,235
539
$1.9M 0.01%
9,940
+599
540
$1.9M 0.01%
5,934
-1,188
541
$1.9M 0.01%
38,380
542
$1.9M 0.01%
54,999
+2,292
543
$1.9M 0.01%
60,821
+1,894
544
$1.89M 0.01%
41,860
+9,953
545
$1.88M 0.01%
37,177
+26,912
546
$1.88M 0.01%
58,071
+12,290
547
$1.87M 0.01%
3,306
+74
548
$1.87M 0.01%
15,582
+1,236
549
$1.87M 0.01%
33,246
+3,219
550
$1.86M 0.01%
31,035
-1,595
20 21
22
23 24