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
1201
$420K ﹤0.01%
5,641
+1,965
1202
$419K ﹤0.01%
6,112
-46
1203
$418K ﹤0.01%
20,770
+3,374
1204
$418K ﹤0.01%
13,684
+6,577
1205
$417K ﹤0.01%
+4,564
1206
$416K ﹤0.01%
2,174
+327
1207
$416K ﹤0.01%
950
+8
1208
$415K ﹤0.01%
+10,515
1209
$413K ﹤0.01%
5,729
+457
1210
$413K ﹤0.01%
2,090
+604
1211
$412K ﹤0.01%
9,407
+1,319
1212
$411K ﹤0.01%
16,579
+4,978
1213
$410K ﹤0.01%
+4,240
1214
$409K ﹤0.01%
2,892
-172
1215
$409K ﹤0.01%
9,320
1216
$408K ﹤0.01%
+3,373
1217
$408K ﹤0.01%
1,532
+18
1218
$407K ﹤0.01%
84,614
-6,628
1219
$404K ﹤0.01%
16,277
+2,733
1220
$404K ﹤0.01%
30,651
+327
1221
$403K ﹤0.01%
4,235
+435
1222
$403K ﹤0.01%
3,407
+101
1223
$403K ﹤0.01%
18,679
-2,022
1224
$402K ﹤0.01%
24,799
-2,427
1225
$402K ﹤0.01%
8,980
+278
47 48
49
50 51