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
576
$1.66M 0.01%
19,510
+5,666
577
$1.65M 0.01%
23,259
578
$1.65M 0.01%
31,069
+5,041
579
$1.64M 0.01%
6,679
+659
580
$1.64M 0.01%
44,134
+11,025
581
$1.64M 0.01%
6,939
+1,570
582
$1.64M 0.01%
+23,404
583
$1.64M 0.01%
2,088
-44
584
$1.64M 0.01%
62,698
+4,161
585
$1.63M 0.01%
97,630
+6,735
586
$1.63M 0.01%
5,967
+411
587
$1.63M 0.01%
28,771
+3,650
588
$1.62M 0.01%
+28,163
589
$1.61M 0.01%
26,388
-819
590
$1.61M 0.01%
39,356
+4,815
591
$1.61M 0.01%
7,395
+2,552
592
$1.6M 0.01%
23,753
+4,383
593
$1.6M 0.01%
34,221
+104
594
$1.59M 0.01%
13,980
+3,398
595
$1.58M 0.01%
2,787
+227
596
$1.58M 0.01%
32,864
+22,662
597
$1.56M 0.01%
35,028
+12,070
598
$1.55M 0.01%
24,965
-10,964
599
$1.55M 0.01%
37,997
+3,169
600
$1.53M 0.01%
25,568
+3,204
22 23
24
25 26