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
101
$29M 0.18%
152,669
-445
102
$28.3M 0.17%
124,096
+5,662
103
$28.2M 0.17%
170,724
-1,766
104
$27.8M 0.17%
108,546
+1,792
105
$27M 0.16%
109,203
+19,140
106
$26.7M 0.16%
262,890
+15,764
107
$26.3M 0.16%
87,407
+11,147
108
$26.1M 0.16%
311,565
+12,467
109
$24.2M 0.15%
288,514
-12,741
110
$23.7M 0.14%
152,681
+14,611
111
$23.4M 0.14%
546,442
-2,332,380
112
$23M 0.14%
76,500
+443
113
$22.6M 0.14%
135,886
+10,055
114
$22.5M 0.14%
+889,631
115
$21.9M 0.13%
261,927
+71
116
$21.3M 0.13%
177,800
+9,340
117
$21.2M 0.13%
493,431
-8,971
118
$20.5M 0.13%
105,522
-23,063
119
$20.4M 0.12%
455,979
+67,506
120
$19.6M 0.12%
84,494
+4,785
121
$19.3M 0.12%
616,122
-13,507
122
$19.1M 0.12%
1,177,462
-43,456
123
$19M 0.12%
127,295
+143
124
$19M 0.12%
291,584
-2,670
125
$18.7M 0.11%
54,133
+2,416
3 4
5
6 7