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
726
$1.09M 0.01%
27,029
+7,372
727
$1.09M 0.01%
14,655
+898
728
$1.09M 0.01%
18,093
-1,225
729
$1.08M 0.01%
46,687
+31
730
$1.08M 0.01%
+16,762
731
$1.08M 0.01%
30,831
+1,273
732
$1.08M 0.01%
+27,237
733
$1.08M 0.01%
42,545
-292
734
$1.07M 0.01%
7,682
-28
735
$1.07M 0.01%
20,064
-3,166
736
$1.07M 0.01%
12,852
+4,675
737
$1.07M 0.01%
5,206
+1,180
738
$1.07M 0.01%
43,660
-6,560
739
$1.06M 0.01%
22,209
+3,773
740
$1.05M 0.01%
14,179
+1,125
741
$1.05M 0.01%
20,808
-2,244
742
$1.05M 0.01%
14,115
+147
743
$1.05M 0.01%
23,086
+6,825
744
$1.04M 0.01%
7,501
+2,692
745
$1.04M 0.01%
18,873
+7,044
746
$1.04M 0.01%
2,046
+198
747
$1.04M 0.01%
4,020
+17
748
$1.04M 0.01%
9,374
+749
749
$1.04M 0.01%
5,807
+1,213
750
$1.04M 0.01%
3,479
+816
28 29
30
31 32