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
1276
$366K ﹤0.01%
6,929
+2,524
1277
$366K ﹤0.01%
2,454
+297
1278
$365K ﹤0.01%
4,505
-848
1279
$365K ﹤0.01%
14,170
+1,826
1280
$363K ﹤0.01%
12,843
+1,622
1281
$363K ﹤0.01%
7,217
-2,645
1282
$362K ﹤0.01%
935
+160
1283
$362K ﹤0.01%
45,675
+107
1284
$362K ﹤0.01%
3,448
-50
1285
$362K ﹤0.01%
42,675
1286
$360K ﹤0.01%
+3,213
1287
$360K ﹤0.01%
+6,654
1288
$360K ﹤0.01%
4,424
+102
1289
$360K ﹤0.01%
4,249
-401
1290
$359K ﹤0.01%
6,244
+1,224
1291
$357K ﹤0.01%
19,578
-71
1292
$355K ﹤0.01%
4,369
-1,625
1293
$355K ﹤0.01%
2,203
+198
1294
$354K ﹤0.01%
+9,769
1295
$353K ﹤0.01%
4,923
1296
$353K ﹤0.01%
+3,122
1297
$353K ﹤0.01%
+12,553
1298
$353K ﹤0.01%
12,417
+809
1299
$351K ﹤0.01%
2,770
+24
1300
$350K ﹤0.01%
5,104
-1,811
50 51
52
53 54