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
901
$780K ﹤0.01%
6,330
+1,827
902
$776K ﹤0.01%
2,820
-202
903
$775K ﹤0.01%
2,761
+144
904
$774K ﹤0.01%
3,132
+503
905
$772K ﹤0.01%
+100,030
906
$771K ﹤0.01%
17,531
+8,286
907
$769K ﹤0.01%
21,258
+5,770
908
$767K ﹤0.01%
9,602
+3,098
909
$766K ﹤0.01%
30,885
-4,427
910
$765K ﹤0.01%
7,703
+518
911
$762K ﹤0.01%
10,729
+1,720
912
$761K ﹤0.01%
10,010
+4,203
913
$761K ﹤0.01%
9,332
+1,131
914
$760K ﹤0.01%
7,233
-1,716
915
$759K ﹤0.01%
4,689
+484
916
$759K ﹤0.01%
7,343
+1,765
917
$759K ﹤0.01%
5,973
+597
918
$759K ﹤0.01%
9,150
-74
919
$758K ﹤0.01%
2,080
+47
920
$755K ﹤0.01%
3,169
+326
921
$754K ﹤0.01%
2,874
+518
922
$751K ﹤0.01%
4,318
+25
923
$750K ﹤0.01%
2,431
+414
924
$750K ﹤0.01%
7,774
+1,835
925
$749K ﹤0.01%
52,942
+18,732
35 36
37
38 39