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
1026
$604K ﹤0.01%
16,715
+3,601
1027
$604K ﹤0.01%
52,040
+12,202
1028
$603K ﹤0.01%
7,976
+1,003
1029
$602K ﹤0.01%
2,450
+475
1030
$602K ﹤0.01%
2,453
+151
1031
$600K ﹤0.01%
32,777
+15,049
1032
$597K ﹤0.01%
5,510
+1,501
1033
$596K ﹤0.01%
5,879
+1,090
1034
$594K ﹤0.01%
2,585
+750
1035
$593K ﹤0.01%
5,775
-365
1036
$590K ﹤0.01%
8,952
-655
1037
$589K ﹤0.01%
5,656
+359
1038
$589K ﹤0.01%
8,992
-16
1039
$589K ﹤0.01%
16,694
+644
1040
$588K ﹤0.01%
6,196
+237
1041
$588K ﹤0.01%
7,305
+1,065
1042
$587K ﹤0.01%
19,107
+9,954
1043
$586K ﹤0.01%
2,459
+820
1044
$581K ﹤0.01%
14,142
1045
$580K ﹤0.01%
4,853
-564
1046
$580K ﹤0.01%
19,773
-2,193
1047
$579K ﹤0.01%
1,793
+182
1048
$579K ﹤0.01%
1,866
-720
1049
$578K ﹤0.01%
4,075
+9
1050
$577K ﹤0.01%
8,251
+2,372
40 41
42
43 44