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
601
$1.52M 0.01%
24,116
+8,633
602
$1.52M 0.01%
103,864
+5,814
603
$1.52M 0.01%
81,236
+694
604
$1.51M 0.01%
7,365
+2,460
605
$1.51M 0.01%
37,727
+7,822
606
$1.5M 0.01%
69,399
+13,981
607
$1.5M 0.01%
18,799
-534
608
$1.5M 0.01%
1,571
+112
609
$1.49M 0.01%
2,654
+893
610
$1.49M 0.01%
5,449
+1,259
611
$1.49M 0.01%
37,948
-778
612
$1.49M 0.01%
10,739
+4,168
613
$1.49M 0.01%
37,428
-1,545
614
$1.48M 0.01%
94,568
+13,826
615
$1.48M 0.01%
50,079
+394
616
$1.48M 0.01%
20,824
+1,156
617
$1.48M 0.01%
175,760
-399
618
$1.48M 0.01%
+42,508
619
$1.48M 0.01%
9,400
+454
620
$1.47M 0.01%
132,914
+5,240
621
$1.47M 0.01%
21,973
+3,698
622
$1.47M 0.01%
46,309
-621
623
$1.46M 0.01%
13,479
-1,933
624
$1.46M 0.01%
69,888
-25,436
625
$1.45M 0.01%
7,703
+1,503
23 24
25
26 27