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
1126
$498K ﹤0.01%
8,141
+827
1127
$496K ﹤0.01%
1,914
+32
1128
$496K ﹤0.01%
5,592
+27
1129
$494K ﹤0.01%
38,576
+1,545
1130
$494K ﹤0.01%
9,917
+3,365
1131
$493K ﹤0.01%
56,596
+32,033
1132
$492K ﹤0.01%
18,044
+7,273
1133
$489K ﹤0.01%
+2,313
1134
$487K ﹤0.01%
+11,061
1135
$487K ﹤0.01%
7,233
-1,480
1136
$486K ﹤0.01%
21,791
+2,542
1137
$486K ﹤0.01%
4,371
-3,142
1138
$486K ﹤0.01%
10,920
+743
1139
$485K ﹤0.01%
2,653
+318
1140
$484K ﹤0.01%
3,318
+549
1141
$483K ﹤0.01%
67,796
+885
1142
$482K ﹤0.01%
4,619
+25
1143
$482K ﹤0.01%
3,340
1144
$482K ﹤0.01%
5,312
+1,431
1145
$480K ﹤0.01%
9,109
1146
$478K ﹤0.01%
2,206
+505
1147
$478K ﹤0.01%
2,924
-68
1148
$478K ﹤0.01%
2,415
+720
1149
$477K ﹤0.01%
+19,999
1150
$476K ﹤0.01%
12,250
44 45
46
47 48