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
776
$979K 0.01%
19,887
+2,231
777
$977K 0.01%
6,025
+1,251
778
$976K 0.01%
10,472
+2,955
779
$975K 0.01%
11,003
-554
780
$975K 0.01%
3,311
+2
781
$972K 0.01%
15,782
+4,801
782
$970K 0.01%
648
-1
783
$969K 0.01%
2,570
-363
784
$969K 0.01%
20,296
-187
785
$967K 0.01%
46,776
+7,565
786
$965K 0.01%
17,732
+3,749
787
$963K 0.01%
1,567
+117
788
$962K 0.01%
12,722
+3,968
789
$961K 0.01%
21,387
+6,549
790
$956K 0.01%
10,287
+4,876
791
$955K 0.01%
2,756
+1,096
792
$952K 0.01%
1,466
+275
793
$952K 0.01%
63,132
+28,785
794
$952K 0.01%
7,865
+333
795
$950K 0.01%
3,198
+310
796
$950K 0.01%
5,374
-167
797
$949K 0.01%
11,572
+2,641
798
$947K 0.01%
6,320
+2,739
799
$946K 0.01%
19,971
+3,474
800
$939K 0.01%
6,982
+2
30 31
32
33 34