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
651
$1.35M 0.01%
12,232
-2,545
652
$1.35M 0.01%
14,181
-5,585
653
$1.35M 0.01%
54,227
+5,158
654
$1.35M 0.01%
4,582
+1,201
655
$1.33M 0.01%
15,863
-4,236
656
$1.33M 0.01%
5,109
+1,319
657
$1.33M 0.01%
25,525
+8,648
658
$1.33M 0.01%
2,858
+161
659
$1.32M 0.01%
29,741
+505
660
$1.32M 0.01%
26,276
+1,342
661
$1.32M 0.01%
22,988
+768
662
$1.32M 0.01%
32,694
+13,783
663
$1.32M 0.01%
19,536
+8,194
664
$1.31M 0.01%
17,106
+10,182
665
$1.3M 0.01%
11,006
+1,574
666
$1.3M 0.01%
51,191
+577
667
$1.29M 0.01%
20,805
-47
668
$1.28M 0.01%
19,435
+4,595
669
$1.28M 0.01%
19,929
-341
670
$1.28M 0.01%
13,135
-102
671
$1.27M 0.01%
9,096
+4,569
672
$1.27M 0.01%
58,277
+24,904
673
$1.27M 0.01%
17,372
-28
674
$1.27M 0.01%
6,411
+559
675
$1.27M 0.01%
14,081
+677
25 26
27
28 29