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
1101
$519K ﹤0.01%
2,865
+730
1102
$517K ﹤0.01%
11,408
+675
1103
$517K ﹤0.01%
8,055
+258
1104
$517K ﹤0.01%
10,544
-5,976
1105
$516K ﹤0.01%
+10,716
1106
$513K ﹤0.01%
14,145
+2,500
1107
$513K ﹤0.01%
5,821
+2,389
1108
$512K ﹤0.01%
21,670
-5,755
1109
$512K ﹤0.01%
112,882
+31,199
1110
$512K ﹤0.01%
1,834
+603
1111
$512K ﹤0.01%
+9,856
1112
$508K ﹤0.01%
14,668
+2,419
1113
$508K ﹤0.01%
73,569
-420
1114
$507K ﹤0.01%
+2,587
1115
$505K ﹤0.01%
+10,591
1116
$505K ﹤0.01%
2,168
+176
1117
$505K ﹤0.01%
9,225
+833
1118
$504K ﹤0.01%
9,257
+1,807
1119
$504K ﹤0.01%
19,062
+7,885
1120
$503K ﹤0.01%
6,620
+1,282
1121
$502K ﹤0.01%
4,547
+165
1122
$502K ﹤0.01%
3,209
-223
1123
$502K ﹤0.01%
10,411
-11,390
1124
$501K ﹤0.01%
17,630
+2,826
1125
$499K ﹤0.01%
9,034
+13
43 44
45
46 47