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
976
$662K ﹤0.01%
6,157
+1,082
977
$659K ﹤0.01%
8,254
-29
978
$655K ﹤0.01%
791
+312
979
$655K ﹤0.01%
4,989
+760
980
$655K ﹤0.01%
13,436
-442
981
$653K ﹤0.01%
5,067
+1,851
982
$653K ﹤0.01%
15,586
+4,829
983
$653K ﹤0.01%
2,407
+469
984
$652K ﹤0.01%
3,653
-839
985
$651K ﹤0.01%
1,530
-343
986
$651K ﹤0.01%
5,307
+2,361
987
$648K ﹤0.01%
11,477
+2,903
988
$648K ﹤0.01%
12,377
+6,087
989
$648K ﹤0.01%
124,053
+15,132
990
$647K ﹤0.01%
24,766
+5,318
991
$645K ﹤0.01%
3,551
+2,056
992
$644K ﹤0.01%
1,937
+265
993
$644K ﹤0.01%
3,446
+63
994
$643K ﹤0.01%
12,306
+4,882
995
$642K ﹤0.01%
10,851
+12
996
$642K ﹤0.01%
22,620
+2,223
997
$640K ﹤0.01%
37,689
+2,466
998
$639K ﹤0.01%
10,059
-329
999
$639K ﹤0.01%
27,841
+17,798
1000
$638K ﹤0.01%
6,346
+1,037
38 39
40
41 42