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
126
$18.6M 0.11%
66,626
+755
127
$18.4M 0.11%
55,354
+173
128
$18.2M 0.11%
309,400
+4,691
129
$18.1M 0.11%
24
-1
130
$18.1M 0.11%
182,396
-25,692
131
$17.6M 0.11%
455,828
+17,758
132
$17.6M 0.11%
58,627
+3,439
133
$17.4M 0.11%
209,643
+83
134
$17.4M 0.11%
28,313
+3,467
135
$17M 0.1%
55,272
+2,547
136
$16.9M 0.1%
536,567
+182,271
137
$16.9M 0.1%
81,022
-648
138
$16.8M 0.1%
469,455
+16,266
139
$16.6M 0.1%
504,902
-8,687
140
$16.5M 0.1%
59,045
+2,442
141
$16.5M 0.1%
289,241
-1,255
142
$16.5M 0.1%
101,460
+2,504
143
$16.5M 0.1%
224,010
+170,264
144
$16.2M 0.1%
47,555
+6,492
145
$16.2M 0.1%
115,270
+9,680
146
$16.1M 0.1%
595,470
+472
147
$15.9M 0.1%
213,555
-26,069
148
$15.8M 0.1%
670,093
-5
149
$15.7M 0.1%
156,592
+8,801
150
$15.7M 0.1%
164,947
-11,299
4 5
6
7 8