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
1476
$251K ﹤0.01%
15,331
-10,565
1477
$251K ﹤0.01%
777
-34
1478
$250K ﹤0.01%
+4,860
1479
$250K ﹤0.01%
5,055
1480
$250K ﹤0.01%
1,204
+32
1481
$250K ﹤0.01%
4,872
+26
1482
$250K ﹤0.01%
3,128
+47
1483
$249K ﹤0.01%
3,433
1484
$249K ﹤0.01%
+3,619
1485
$249K ﹤0.01%
+1,735
1486
$248K ﹤0.01%
+20,691
1487
$247K ﹤0.01%
+4,089
1488
$247K ﹤0.01%
138
+9
1489
$247K ﹤0.01%
4,862
+964
1490
$247K ﹤0.01%
10,110
-1,651
1491
$247K ﹤0.01%
19,488
-72
1492
$247K ﹤0.01%
+1,000
1493
$246K ﹤0.01%
1,061
+261
1494
$246K ﹤0.01%
9,861
-11,120
1495
$245K ﹤0.01%
2,614
+34
1496
$244K ﹤0.01%
+2,267
1497
$244K ﹤0.01%
10,252
-1,031
1498
$243K ﹤0.01%
16,213
+143
1499
$243K ﹤0.01%
3,879
+154
1500
$243K ﹤0.01%
+1,791
58 59
60
61 62