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
926
$749K ﹤0.01%
6,593
-79
927
$748K ﹤0.01%
1,784
+717
928
$744K ﹤0.01%
2,902
+953
929
$743K ﹤0.01%
3,059
-85
930
$741K ﹤0.01%
7,851
+2,052
931
$739K ﹤0.01%
5,670
+1,398
932
$737K ﹤0.01%
6,724
933
$737K ﹤0.01%
4,267
+304
934
$737K ﹤0.01%
+15,878
935
$736K ﹤0.01%
25,431
+4,772
936
$734K ﹤0.01%
9,804
+38
937
$734K ﹤0.01%
8,434
938
$734K ﹤0.01%
74,127
+15,869
939
$732K ﹤0.01%
7,425
+1,116
940
$731K ﹤0.01%
83,070
941
$731K ﹤0.01%
10,027
-1,907
942
$729K ﹤0.01%
4,372
+1,278
943
$729K ﹤0.01%
+12,705
944
$724K ﹤0.01%
21,049
-1,577
945
$721K ﹤0.01%
7,290
+256
946
$719K ﹤0.01%
7,798
+2,131
947
$718K ﹤0.01%
61,938
-8,853
948
$717K ﹤0.01%
5,211
+626
949
$716K ﹤0.01%
11,433
+4,287
950
$715K ﹤0.01%
5,840
+1,932
36 37
38
39 40