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
1401
$288K ﹤0.01%
2,209
+54
1402
$286K ﹤0.01%
+3,974
1403
$285K ﹤0.01%
+15,983
1404
$284K ﹤0.01%
+8,300
1405
$283K ﹤0.01%
1,361
-66
1406
$283K ﹤0.01%
6,566
+256
1407
$282K ﹤0.01%
15,520
+72
1408
$281K ﹤0.01%
+3,244
1409
$281K ﹤0.01%
+3,839
1410
$281K ﹤0.01%
4,789
-6,427
1411
$280K ﹤0.01%
+4,873
1412
$279K ﹤0.01%
+822
1413
$278K ﹤0.01%
689
-480
1414
$278K ﹤0.01%
+12,475
1415
$278K ﹤0.01%
11,424
+106
1416
$278K ﹤0.01%
+6,323
1417
$278K ﹤0.01%
+2,095
1418
$277K ﹤0.01%
30,223
+6,852
1419
$276K ﹤0.01%
5,359
+4
1420
$276K ﹤0.01%
+9,379
1421
$276K ﹤0.01%
4,857
1422
$276K ﹤0.01%
+15,505
1423
$275K ﹤0.01%
+3,677
1424
$275K ﹤0.01%
+5,738
1425
$274K ﹤0.01%
8,163
+2,196
55 56
57
58 59