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
1251
$379K ﹤0.01%
2,424
1252
$379K ﹤0.01%
2,882
+5
1253
$379K ﹤0.01%
+1,890
1254
$377K ﹤0.01%
+11,105
1255
$377K ﹤0.01%
4,653
+453
1256
$377K ﹤0.01%
+9,739
1257
$377K ﹤0.01%
3,808
+670
1258
$376K ﹤0.01%
711
-94
1259
$374K ﹤0.01%
2,147
+841
1260
$374K ﹤0.01%
35,285
+8,915
1261
$373K ﹤0.01%
9,885
+617
1262
$373K ﹤0.01%
3,134
+25
1263
$371K ﹤0.01%
4,427
+345
1264
$371K ﹤0.01%
13,253
+5,084
1265
$371K ﹤0.01%
3,965
+388
1266
$371K ﹤0.01%
10,960
-4,647
1267
$370K ﹤0.01%
46
+6
1268
$369K ﹤0.01%
8,974
1269
$368K ﹤0.01%
7,461
+1,019
1270
$367K ﹤0.01%
14,347
-444
1271
$367K ﹤0.01%
+18,757
1272
$367K ﹤0.01%
4,869
+184
1273
$367K ﹤0.01%
3,640
+17
1274
$366K ﹤0.01%
7,468
-17
1275
$366K ﹤0.01%
44,284
+19,913
49 50
51
52 53