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
1426
$273K ﹤0.01%
6,768
-504
1427
$272K ﹤0.01%
+2,544
1428
$272K ﹤0.01%
231
-144
1429
$272K ﹤0.01%
2,044
+26
1430
$271K ﹤0.01%
10,809
+1,045
1431
$270K ﹤0.01%
+15,134
1432
$270K ﹤0.01%
+6,348
1433
$270K ﹤0.01%
2,988
+509
1434
$270K ﹤0.01%
2,526
-1,352
1435
$269K ﹤0.01%
+3,001
1436
$268K ﹤0.01%
+9,456
1437
$268K ﹤0.01%
7,815
-7,296
1438
$268K ﹤0.01%
3,602
+81
1439
$266K ﹤0.01%
+13,977
1440
$265K ﹤0.01%
+7,010
1441
$264K ﹤0.01%
7,125
+196
1442
$264K ﹤0.01%
8,228
-62
1443
$264K ﹤0.01%
+2,831
1444
$264K ﹤0.01%
+3,940
1445
$264K ﹤0.01%
9,179
+2,206
1446
$264K ﹤0.01%
1,593
+22
1447
$264K ﹤0.01%
+2,349
1448
$264K ﹤0.01%
+7,760
1449
$263K ﹤0.01%
10,321
-4,321
1450
$263K ﹤0.01%
+8,707
56 57
58
59 60