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
826
$893K 0.01%
5,377
+2,702
827
$892K 0.01%
28,960
+6,824
828
$887K 0.01%
9,022
+1,159
829
$885K 0.01%
6,346
+390
830
$884K 0.01%
27,775
+10,042
831
$883K 0.01%
1,481
+109
832
$881K 0.01%
4,210
-128
833
$878K 0.01%
11,981
+1,000
834
$873K 0.01%
4,459
-186
835
$868K 0.01%
21,121
+4,638
836
$868K 0.01%
47,140
-2,224
837
$867K 0.01%
6,581
+2,056
838
$866K 0.01%
17,062
+3,816
839
$864K 0.01%
35,141
+1,619
840
$863K 0.01%
19,469
-3,929
841
$863K 0.01%
6,531
+1,653
842
$862K 0.01%
18,572
+3,208
843
$861K 0.01%
10,154
+3,231
844
$861K 0.01%
13,317
+4,315
845
$861K 0.01%
3,079
-72
846
$860K 0.01%
18,018
-7,754
847
$860K 0.01%
10,486
+43
848
$859K 0.01%
50,057
-4,668
849
$859K 0.01%
36,583
+15,768
850
$855K 0.01%
30,081
+9,230
32 33
34
35 36