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
626
$1.45M 0.01%
5,283
-171
627
$1.44M 0.01%
11,876
+163
628
$1.44M 0.01%
+19,769
629
$1.44M 0.01%
55,132
-665
630
$1.44M 0.01%
7,322
+847
631
$1.43M 0.01%
26,978
-576
632
$1.43M 0.01%
11,312
+3,045
633
$1.41M 0.01%
73,629
-7,082
634
$1.41M 0.01%
9,277
-24
635
$1.41M 0.01%
17,047
+1,063
636
$1.41M 0.01%
32,674
+5,929
637
$1.4M 0.01%
18,614
+317
638
$1.4M 0.01%
1,895
+62
639
$1.38M 0.01%
35,291
-5,510
640
$1.38M 0.01%
6,684
-803
641
$1.38M 0.01%
182,141
+5,538
642
$1.38M 0.01%
38,197
-9,408
643
$1.37M 0.01%
6,401
+942
644
$1.37M 0.01%
26,275
-562
645
$1.37M 0.01%
5,838
+101
646
$1.37M 0.01%
818
-12
647
$1.36M 0.01%
28,743
+1,008
648
$1.36M 0.01%
5,638
+2,266
649
$1.36M 0.01%
+196,678
650
$1.35M 0.01%
24,940
+8,566
24 25
26
27 28