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
1226
$401K ﹤0.01%
18,257
-1,402
1227
$400K ﹤0.01%
54,965
+22,777
1228
$398K ﹤0.01%
5,135
1229
$398K ﹤0.01%
4,735
+11
1230
$397K ﹤0.01%
3,051
+550
1231
$397K ﹤0.01%
17,150
+583
1232
$396K ﹤0.01%
3,497
+914
1233
$395K ﹤0.01%
6,730
+492
1234
$393K ﹤0.01%
2,696
+366
1235
$392K ﹤0.01%
+5,580
1236
$392K ﹤0.01%
4,087
-103
1237
$390K ﹤0.01%
3,740
1238
$390K ﹤0.01%
5,607
+1,184
1239
$389K ﹤0.01%
26,984
+11
1240
$388K ﹤0.01%
3,371
+979
1241
$387K ﹤0.01%
+11,161
1242
$385K ﹤0.01%
+19,858
1243
$384K ﹤0.01%
1,999
+41
1244
$383K ﹤0.01%
3,708
+600
1245
$381K ﹤0.01%
7,399
+2,835
1246
$381K ﹤0.01%
27,930
+13,471
1247
$381K ﹤0.01%
7,580
-12,750
1248
$380K ﹤0.01%
+10,766
1249
$380K ﹤0.01%
9,792
+68
1250
$380K ﹤0.01%
+3,242
48 49
50
51 52