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
1301
$349K ﹤0.01%
3,889
+1,186
1302
$349K ﹤0.01%
+4,576
1303
$349K ﹤0.01%
3,626
+788
1304
$348K ﹤0.01%
2,587
-320
1305
$347K ﹤0.01%
9,830
+3,360
1306
$346K ﹤0.01%
17,774
-8,476
1307
$345K ﹤0.01%
8,208
+507
1308
$343K ﹤0.01%
6,451
+2,479
1309
$343K ﹤0.01%
14,947
-6,157
1310
$342K ﹤0.01%
4,255
+10
1311
$342K ﹤0.01%
5,658
+150
1312
$342K ﹤0.01%
14,684
+219
1313
$341K ﹤0.01%
+3,461
1314
$341K ﹤0.01%
2,809
+1,079
1315
$340K ﹤0.01%
3,393
+101
1316
$340K ﹤0.01%
+1,095
1317
$340K ﹤0.01%
3,757
+2
1318
$339K ﹤0.01%
2,344
+621
1319
$337K ﹤0.01%
+11,787
1320
$337K ﹤0.01%
1,691
+400
1321
$337K ﹤0.01%
5,012
+78
1322
$337K ﹤0.01%
+14,604
1323
$337K ﹤0.01%
5,007
+57
1324
$335K ﹤0.01%
21,853
+99
1325
$335K ﹤0.01%
4,373
+285
51 52
53
54 55