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
951
$714K ﹤0.01%
4,267
+407
952
$714K ﹤0.01%
15,689
+399
953
$713K ﹤0.01%
+2,893
954
$709K ﹤0.01%
14,052
955
$707K ﹤0.01%
39,225
+3,750
956
$707K ﹤0.01%
17,888
+5,942
957
$707K ﹤0.01%
5,267
+1,803
958
$694K ﹤0.01%
3,419
+1,168
959
$693K ﹤0.01%
2,656
+641
960
$693K ﹤0.01%
14,540
+2,735
961
$686K ﹤0.01%
7,431
+3,043
962
$684K ﹤0.01%
16,273
+490
963
$677K ﹤0.01%
1,295
-74
964
$677K ﹤0.01%
2,158
+651
965
$677K ﹤0.01%
21,209
+7,178
966
$676K ﹤0.01%
3,498
-118
967
$675K ﹤0.01%
36,236
+11,871
968
$675K ﹤0.01%
6,526
-1,153
969
$674K ﹤0.01%
3,565
+851
970
$673K ﹤0.01%
1,954
+589
971
$667K ﹤0.01%
2,623
-3
972
$667K ﹤0.01%
27,363
+4,521
973
$667K ﹤0.01%
6,670
+187
974
$663K ﹤0.01%
28,743
+13,003
975
$663K ﹤0.01%
8,341
-294
37 38
39
40 41