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
76
$42.9M 0.26%
234,910
-60,458
77
$42.4M 0.26%
541,077
-21,358
78
$41.4M 0.25%
144,085
-1,892
79
$41.3M 0.25%
54,468
+761
80
$41.2M 0.25%
259,311
+59,093
81
$39.9M 0.24%
131,210
+4,841
82
$39.5M 0.24%
127,661
+5,878
83
$39.2M 0.24%
817,821
+36,228
84
$37.2M 0.23%
1,410,417
+20
85
$36.5M 0.22%
1,119,409
+47,463
86
$35.6M 0.22%
398,831
-190,739
87
$35.5M 0.22%
151,177
+1,975
88
$35.3M 0.22%
541,613
-43,676
89
$35.2M 0.21%
384,821
-7,777
90
$34.9M 0.21%
925,302
+8,213
91
$34.4M 0.21%
1,078,143
+39,210
92
$34.3M 0.21%
184,786
-68,538
93
$33.1M 0.2%
193,698
+5,223
94
$32.2M 0.2%
698,174
+85,298
95
$31.4M 0.19%
328,589
-1,570
96
$31.2M 0.19%
455,741
-2,770
97
$31.1M 0.19%
215,106
+4,632
98
$30.7M 0.19%
254,480
-419
99
$30.1M 0.18%
49,152
+6,399
100
$29.3M 0.18%
80,063
+39
2 3
4
5 6