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
1076
$550K ﹤0.01%
1,919
+296
1077
$549K ﹤0.01%
38,777
+14,940
1078
$548K ﹤0.01%
9,206
+407
1079
$545K ﹤0.01%
25,758
+9,622
1080
$545K ﹤0.01%
12,412
+2,931
1081
$544K ﹤0.01%
7,599
+1,465
1082
$542K ﹤0.01%
8,589
+2,870
1083
$541K ﹤0.01%
+18,048
1084
$540K ﹤0.01%
15,449
+2,297
1085
$540K ﹤0.01%
1,050
+269
1086
$540K ﹤0.01%
14,439
+5,272
1087
$540K ﹤0.01%
9,460
+380
1088
$536K ﹤0.01%
8,597
+585
1089
$534K ﹤0.01%
31,359
+16,768
1090
$534K ﹤0.01%
27,794
+11,486
1091
$532K ﹤0.01%
2,525
+246
1092
$530K ﹤0.01%
3,066
+79
1093
$529K ﹤0.01%
1,132
+147
1094
$526K ﹤0.01%
7,398
-10,583
1095
$525K ﹤0.01%
22,485
+1,712
1096
$525K ﹤0.01%
30,609
1097
$525K ﹤0.01%
14,219
+1,935
1098
$524K ﹤0.01%
20,379
+6,564
1099
$523K ﹤0.01%
5,484
+2,896
1100
$520K ﹤0.01%
6,035
+508
42 43
44
45 46