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
876
$816K 0.01%
3,245
+51
877
$814K 0.01%
46,492
+21,986
878
$813K 0.01%
12,252
+4,106
879
$810K ﹤0.01%
7,067
-157
880
$810K ﹤0.01%
26,396
+5,977
881
$809K ﹤0.01%
12,255
+4,983
882
$808K ﹤0.01%
8,083
+922
883
$808K ﹤0.01%
9,890
+613
884
$803K ﹤0.01%
3,407
+53
885
$802K ﹤0.01%
22,485
+7,350
886
$802K ﹤0.01%
11,096
+2,127
887
$799K ﹤0.01%
18,696
+5
888
$798K ﹤0.01%
1,362
+159
889
$797K ﹤0.01%
10,912
-594
890
$794K ﹤0.01%
8,863
-35
891
$794K ﹤0.01%
12,485
+3,009
892
$793K ﹤0.01%
26,765
+9,131
893
$790K ﹤0.01%
5,609
-2,130
894
$789K ﹤0.01%
15,650
-1,414
895
$786K ﹤0.01%
14,107
+563
896
$783K ﹤0.01%
1,620
+129
897
$783K ﹤0.01%
13,085
+126
898
$782K ﹤0.01%
3,676
+647
899
$782K ﹤0.01%
20,455
+147
900
$781K ﹤0.01%
16,401
-1,560
34 35
36
37 38