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
1326
$335K ﹤0.01%
4,127
-333
1327
$333K ﹤0.01%
17,271
1328
$332K ﹤0.01%
+2,307
1329
$332K ﹤0.01%
4,838
+46
1330
$331K ﹤0.01%
2,878
1331
$328K ﹤0.01%
3,272
+768
1332
$327K ﹤0.01%
12,191
+227
1333
$325K ﹤0.01%
5,272
-260
1334
$325K ﹤0.01%
3,483
+137
1335
$325K ﹤0.01%
+4,438
1336
$323K ﹤0.01%
2,364
-250
1337
$323K ﹤0.01%
7,081
+485
1338
$323K ﹤0.01%
+1,271
1339
$323K ﹤0.01%
4,457
-2,949
1340
$322K ﹤0.01%
144,552
-39,832
1341
$322K ﹤0.01%
2,689
+205
1342
$322K ﹤0.01%
+7,236
1343
$321K ﹤0.01%
+8,980
1344
$321K ﹤0.01%
8,184
+1,155
1345
$320K ﹤0.01%
2,124
+708
1346
$320K ﹤0.01%
+3,793
1347
$319K ﹤0.01%
6,995
-10,063
1348
$319K ﹤0.01%
5,212
-35
1349
$318K ﹤0.01%
+3,684
1350
$317K ﹤0.01%
3,549
+1,176
52 53
54
55 56