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
551
$1.86M 0.01%
9,692
-171
552
$1.86M 0.01%
9,954
+1,513
553
$1.85M 0.01%
33,417
-4,017
554
$1.85M 0.01%
21,908
+3,302
555
$1.84M 0.01%
10,845
+714
556
$1.83M 0.01%
8,335
+755
557
$1.81M 0.01%
51,128
-847
558
$1.81M 0.01%
25,968
+3,572
559
$1.8M 0.01%
10,547
+917
560
$1.79M 0.01%
12,326
+329
561
$1.79M 0.01%
21,712
+2,644
562
$1.77M 0.01%
9,009
+809
563
$1.77M 0.01%
40,473
-3,604
564
$1.77M 0.01%
15,745
+1,414
565
$1.76M 0.01%
6,110
-1,630
566
$1.76M 0.01%
13,974
-64
567
$1.75M 0.01%
23,934
+15,681
568
$1.75M 0.01%
29,411
-2,309
569
$1.75M 0.01%
2,124
+433
570
$1.75M 0.01%
125,055
-10,495
571
$1.71M 0.01%
649,668
+66,738
572
$1.71M 0.01%
28,784
573
$1.7M 0.01%
10,105
+2,863
574
$1.7M 0.01%
14,430
+4,148
575
$1.68M 0.01%
19,930
+1,681
21 22
23
24 25