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
751
$1.04M 0.01%
24,522
+9,473
752
$1.04M 0.01%
22,351
-8,634
753
$1.03M 0.01%
10,114
-554
754
$1.03M 0.01%
53,167
-5,250
755
$1.03M 0.01%
17,551
+10,794
756
$1.03M 0.01%
43,619
+144
757
$1.03M 0.01%
22,427
758
$1.03M 0.01%
24,472
+3,349
759
$1.03M 0.01%
10,936
+1,104
760
$1.02M 0.01%
4,555
+861
761
$1.02M 0.01%
10,561
-5,758
762
$1.02M 0.01%
6,555
+119
763
$1.02M 0.01%
+8,694
764
$1.02M 0.01%
12,723
-476
765
$1.01M 0.01%
151,483
+30,666
766
$1.01M 0.01%
+30,910
767
$1.01M 0.01%
36,592
+16,038
768
$1.01M 0.01%
11,485
-1,591
769
$1M 0.01%
3,310
+65
770
$996K 0.01%
23,112
+3,223
771
$990K 0.01%
9,610
+1
772
$989K 0.01%
23,291
-4,620
773
$989K 0.01%
4,626
+973
774
$986K 0.01%
7,281
+650
775
$985K 0.01%
24,878
-16
29 30
31
32 33