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
1176
$448K ﹤0.01%
4,656
+384
1177
$446K ﹤0.01%
18,499
+5,260
1178
$443K ﹤0.01%
+3,437
1179
$443K ﹤0.01%
4,141
+156
1180
$438K ﹤0.01%
2,765
+281
1181
$438K ﹤0.01%
17,875
-135
1182
$437K ﹤0.01%
72,578
+19,773
1183
$436K ﹤0.01%
1,281
+50
1184
$436K ﹤0.01%
3,146
+316
1185
$434K ﹤0.01%
13,247
+5,723
1186
$434K ﹤0.01%
3,466
+873
1187
$434K ﹤0.01%
+119
1188
$433K ﹤0.01%
26,190
-11,872
1189
$431K ﹤0.01%
1,495
-658
1190
$428K ﹤0.01%
21,812
+3,067
1191
$428K ﹤0.01%
7,477
+83
1192
$427K ﹤0.01%
5,448
+327
1193
$426K ﹤0.01%
18,189
+3,763
1194
$424K ﹤0.01%
7,834
+2,450
1195
$424K ﹤0.01%
5,528
+2,221
1196
$424K ﹤0.01%
18,601
-2,888
1197
$422K ﹤0.01%
942
+239
1198
$422K ﹤0.01%
+7,455
1199
$422K ﹤0.01%
3,960
+1,025
1200
$420K ﹤0.01%
6,096
+34
46 47
48
49 50