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
51
$67.6M 0.41%
526,999
+1,499
52
$64.5M 0.39%
107,365
+2,579
53
$61.8M 0.38%
260,857
+3,760
54
$61.5M 0.37%
218,522
-73
55
$59.7M 0.36%
89,226
+881
56
$58.5M 0.36%
563,590
+647
57
$57.6M 0.35%
266,822
+17,581
58
$57.5M 0.35%
153,756
+45,500
59
$56.9M 0.35%
1,563,190
+56,028
60
$56.6M 0.35%
635,846
+36,739
61
$55.8M 0.34%
930,638
+16,871
62
$55.1M 0.34%
195,251
+5,413
63
$54.9M 0.33%
1,200,408
-6,771
64
$52.4M 0.32%
126,470
+31,521
65
$51.5M 0.31%
335,417
+3,940
66
$48.7M 0.3%
330,276
+13,791
67
$48.3M 0.29%
936,179
+122,955
68
$47.8M 0.29%
40,983
+7,326
69
$47.7M 0.29%
234,335
+40,241
70
$47.4M 0.29%
1,454,150
+19,205
71
$47.4M 0.29%
353,767
+3,336
72
$46.4M 0.28%
134,001
+26,642
73
$46.2M 0.28%
103,994
+3,424
74
$45.3M 0.28%
160,646
+3,619
75
$43M 0.26%
194,789
+7,522
1 2
3
4 5