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
1051
$576K ﹤0.01%
3,956
+513
1052
$576K ﹤0.01%
11,686
+1,014
1053
$575K ﹤0.01%
6,408
-5,882
1054
$574K ﹤0.01%
6,923
+1,192
1055
$574K ﹤0.01%
4,558
+599
1056
$573K ﹤0.01%
12,661
+6,409
1057
$566K ﹤0.01%
1,639
+12
1058
$565K ﹤0.01%
7,044
+2,570
1059
$563K ﹤0.01%
93,515
+23,189
1060
$562K ﹤0.01%
6,808
+389
1061
$562K ﹤0.01%
8,465
-1,040
1062
$560K ﹤0.01%
17,243
+4,642
1063
$559K ﹤0.01%
11,100
1064
$558K ﹤0.01%
1,773
+25
1065
$555K ﹤0.01%
16,112
+5,054
1066
$554K ﹤0.01%
5,089
+426
1067
$553K ﹤0.01%
6,657
+3,007
1068
$553K ﹤0.01%
88,256
-8,243
1069
$553K ﹤0.01%
4,625
+2,830
1070
$552K ﹤0.01%
17,154
+5,589
1071
$551K ﹤0.01%
2,097
+372
1072
$551K ﹤0.01%
43,240
+6,084
1073
$551K ﹤0.01%
8,073
1074
$550K ﹤0.01%
7,322
+1,993
1075
$550K ﹤0.01%
2,686
-5
41 42
43
44 45