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
676
$1.26M 0.01%
26,774
-903
677
$1.26M 0.01%
82,817
+1,392
678
$1.26M 0.01%
9,914
+1,161
679
$1.25M 0.01%
20,902
+3,459
680
$1.25M 0.01%
28,119
+8,044
681
$1.25M 0.01%
10,774
+3,832
682
$1.25M 0.01%
48,790
-14,466
683
$1.24M 0.01%
27,515
+4,208
684
$1.23M 0.01%
44,048
-359
685
$1.23M 0.01%
12,250
+2,173
686
$1.23M 0.01%
5,496
+843
687
$1.22M 0.01%
+18,816
688
$1.22M 0.01%
81,599
-20,721
689
$1.22M 0.01%
6,401
+546
690
$1.21M 0.01%
12,928
+8,490
691
$1.21M 0.01%
5,573
+28
692
$1.21M 0.01%
16,849
-384
693
$1.21M 0.01%
11,304
+1,312
694
$1.2M 0.01%
5,243
+348
695
$1.2M 0.01%
37,544
+1,741
696
$1.2M 0.01%
5,277
-1,800
697
$1.19M 0.01%
26,546
+1,215
698
$1.19M 0.01%
9,961
+360
699
$1.19M 0.01%
33,675
+10,454
700
$1.19M 0.01%
10,616
+2,803
26 27
28
29 30