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
701
$1.19M 0.01%
6,135
+459
702
$1.17M 0.01%
18,457
+4,454
703
$1.17M 0.01%
477,883
704
$1.17M 0.01%
27,454
+22,428
705
$1.17M 0.01%
5,827
+474
706
$1.16M 0.01%
47,369
+4,861
707
$1.16M 0.01%
20,354
+2,125
708
$1.16M 0.01%
19,338
+3,660
709
$1.15M 0.01%
9,445
+3,685
710
$1.15M 0.01%
12,363
+1
711
$1.15M 0.01%
6,150
+202
712
$1.15M 0.01%
6,648
+898
713
$1.14M 0.01%
10,054
-2,044
714
$1.13M 0.01%
10,854
+1,399
715
$1.13M 0.01%
6,025
+536
716
$1.13M 0.01%
18,948
-519
717
$1.13M 0.01%
5,963
718
$1.12M 0.01%
2,057
+393
719
$1.12M 0.01%
57,466
+2,120
720
$1.12M 0.01%
45,978
+5,892
721
$1.12M 0.01%
8,439
+891
722
$1.11M 0.01%
14,718
+1,965
723
$1.11M 0.01%
29,736
+1,600
724
$1.1M 0.01%
6,571
+645
725
$1.09M 0.01%
11,349
+2,677
27 28
29
30 31