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
801
$939K 0.01%
21,936
+1,074
802
$937K 0.01%
1,879
+218
803
$937K 0.01%
18,026
-460
804
$936K 0.01%
+27,944
805
$936K 0.01%
9,257
+1,943
806
$936K 0.01%
11,343
+6,455
807
$935K 0.01%
6,151
+983
808
$934K 0.01%
9,355
+415
809
$934K 0.01%
761
+138
810
$931K 0.01%
37,043
+7,122
811
$928K 0.01%
32,091
-450
812
$926K 0.01%
6,701
+2,099
813
$925K 0.01%
58,034
+5,171
814
$923K 0.01%
21,002
+5,491
815
$923K 0.01%
10,400
+1,044
816
$921K 0.01%
24,747
+148
817
$914K 0.01%
11,167
+4,032
818
$908K 0.01%
56,378
+16,729
819
$906K 0.01%
3,568
+443
820
$905K 0.01%
39,151
-10,312
821
$900K 0.01%
4,052
+134
822
$897K 0.01%
24,606
-1,552
823
$897K 0.01%
2,747
+359
824
$896K 0.01%
4,384
+3,043
825
$894K 0.01%
20,836
+1,512
31 32
33
34 35