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
1376
$303K ﹤0.01%
30,403
+4,112
1377
$303K ﹤0.01%
5,958
+28
1378
$302K ﹤0.01%
8,901
+340
1379
$301K ﹤0.01%
1,209
+1
1380
$301K ﹤0.01%
1,455
1381
$301K ﹤0.01%
+1,593
1382
$300K ﹤0.01%
3,350
1383
$299K ﹤0.01%
8,407
+4
1384
$298K ﹤0.01%
5,082
+659
1385
$298K ﹤0.01%
4,043
+416
1386
$296K ﹤0.01%
+2,435
1387
$296K ﹤0.01%
15,176
-92
1388
$296K ﹤0.01%
11,478
+2,382
1389
$294K ﹤0.01%
3,442
+819
1390
$294K ﹤0.01%
10,150
1391
$294K ﹤0.01%
11,924
+139
1392
$294K ﹤0.01%
2,378
-25
1393
$294K ﹤0.01%
+16,373
1394
$293K ﹤0.01%
3,531
-777
1395
$293K ﹤0.01%
+2,935
1396
$292K ﹤0.01%
16,121
+66
1397
$291K ﹤0.01%
1,625
1398
$291K ﹤0.01%
15,390
+3
1399
$289K ﹤0.01%
+3,936
1400
$288K ﹤0.01%
+16,375
54 55
56
57 58