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
1151
$476K ﹤0.01%
3,380
-666
1152
$476K ﹤0.01%
+19,044
1153
$475K ﹤0.01%
2,516
+895
1154
$474K ﹤0.01%
5,027
-1,912
1155
$473K ﹤0.01%
20,243
+4,246
1156
$473K ﹤0.01%
11,232
-173
1157
$470K ﹤0.01%
57,444
+771
1158
$469K ﹤0.01%
3,551
+1,595
1159
$469K ﹤0.01%
2,222
+5
1160
$469K ﹤0.01%
38,421
+5,489
1161
$468K ﹤0.01%
22,299
+3,122
1162
$468K ﹤0.01%
5,777
-1,124
1163
$467K ﹤0.01%
4,662
+1,031
1164
$466K ﹤0.01%
6,351
+463
1165
$466K ﹤0.01%
7,832
+438
1166
$462K ﹤0.01%
2,895
+41
1167
$459K ﹤0.01%
11,976
1168
$459K ﹤0.01%
1,174
-2
1169
$459K ﹤0.01%
14,276
+747
1170
$457K ﹤0.01%
13,298
-1,996
1171
$452K ﹤0.01%
4,892
+573
1172
$452K ﹤0.01%
1,778
+371
1173
$451K ﹤0.01%
682
+119
1174
$450K ﹤0.01%
+16,120
1175
$448K ﹤0.01%
4,455
+713
45 46
47
48 49