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
1351
$317K ﹤0.01%
1,059
+92
1352
$317K ﹤0.01%
1,402
+274
1353
$317K ﹤0.01%
+10,370
1354
$316K ﹤0.01%
4,727
-346
1355
$316K ﹤0.01%
2,235
+386
1356
$316K ﹤0.01%
+10,736
1357
$314K ﹤0.01%
9,452
-133
1358
$314K ﹤0.01%
+910
1359
$314K ﹤0.01%
6,906
+50
1360
$314K ﹤0.01%
1,762
-532
1361
$313K ﹤0.01%
12,252
+161
1362
$311K ﹤0.01%
28,679
+3,750
1363
$311K ﹤0.01%
2,578
+56
1364
$311K ﹤0.01%
7,741
1365
$309K ﹤0.01%
10,206
1366
$309K ﹤0.01%
3,519
-69
1367
$309K ﹤0.01%
117,500
-1,000
1368
$309K ﹤0.01%
33,044
+14,607
1369
$308K ﹤0.01%
2,970
+677
1370
$307K ﹤0.01%
9,238
+1,199
1371
$305K ﹤0.01%
7,381
+576
1372
$304K ﹤0.01%
7,759
+1,291
1373
$304K ﹤0.01%
5,717
-2
1374
$304K ﹤0.01%
+1,322
1375
$304K ﹤0.01%
3,058
+574
53 54
55
56 57