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
1451
$262K ﹤0.01%
+3,817
1452
$262K ﹤0.01%
1,542
-3
1453
$262K ﹤0.01%
48,834
-2,476
1454
$262K ﹤0.01%
13,992
+50
1455
$261K ﹤0.01%
9,726
1456
$261K ﹤0.01%
2,843
-578
1457
$260K ﹤0.01%
2,781
-169
1458
$259K ﹤0.01%
+8,039
1459
$259K ﹤0.01%
4,006
-516
1460
$259K ﹤0.01%
7,500
1461
$259K ﹤0.01%
+1,276
1462
$259K ﹤0.01%
+10,349
1463
$259K ﹤0.01%
7,523
-66
1464
$258K ﹤0.01%
+2,105
1465
$258K ﹤0.01%
+13,611
1466
$257K ﹤0.01%
9,541
+423
1467
$257K ﹤0.01%
6,280
-1,265
1468
$254K ﹤0.01%
3,463
-137
1469
$253K ﹤0.01%
+2,775
1470
$253K ﹤0.01%
1,705
1471
$253K ﹤0.01%
+768
1472
$253K ﹤0.01%
1,900
+138
1473
$252K ﹤0.01%
19,429
1474
$252K ﹤0.01%
+10,561
1475
$251K ﹤0.01%
4,807
57 58
59
60 61