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
851
$854K 0.01%
31,369
+5,601
852
$848K 0.01%
14,308
-835
853
$848K 0.01%
11,014
+1,418
854
$846K 0.01%
23,900
+7,146
855
$844K 0.01%
18,240
+2,650
856
$844K 0.01%
26,975
+1,293
857
$841K 0.01%
70,004
+4
858
$841K 0.01%
1,947
+294
859
$840K 0.01%
64,402
+47
860
$840K 0.01%
55,843
+4,880
861
$839K 0.01%
5,192
+1,011
862
$838K 0.01%
2,724
+124
863
$838K 0.01%
44,517
+29,789
864
$838K 0.01%
10,275
+1,742
865
$836K 0.01%
2,513
-346
866
$836K 0.01%
63,095
+14,839
867
$836K 0.01%
93,526
-2,466
868
$835K 0.01%
6,955
+1,388
869
$834K 0.01%
11,007
+2,642
870
$832K 0.01%
2,377
+388
871
$827K 0.01%
5,675
+2,194
872
$826K 0.01%
4,700
-1,019
873
$824K 0.01%
31,229
-1,148
874
$821K 0.01%
27,030
-4,900
875
$820K 0.01%
15,385
+1,463
33 34
35
36 37