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
1501
$242K ﹤0.01%
+9,686
1502
$241K ﹤0.01%
9,750
-1,271
1503
$241K ﹤0.01%
20,088
+6,184
1504
$240K ﹤0.01%
30,090
+6,514
1505
$239K ﹤0.01%
+749
1506
$239K ﹤0.01%
2,680
-646
1507
$239K ﹤0.01%
4,065
+15
1508
$238K ﹤0.01%
1,901
-1,532
1509
$238K ﹤0.01%
+3,049
1510
$237K ﹤0.01%
1,698
-1,393
1511
$237K ﹤0.01%
2,829
+96
1512
$236K ﹤0.01%
57,661
-1,436
1513
$236K ﹤0.01%
1,840
1514
$236K ﹤0.01%
+9,584
1515
$236K ﹤0.01%
+10,040
1516
$235K ﹤0.01%
25,574
-264
1517
$235K ﹤0.01%
1,564
+101
1518
$234K ﹤0.01%
+7,408
1519
$234K ﹤0.01%
+7,793
1520
$234K ﹤0.01%
18,422
-9,986
1521
$233K ﹤0.01%
872
-1,137
1522
$233K ﹤0.01%
9,122
-48
1523
$232K ﹤0.01%
2,294
-54
1524
$232K ﹤0.01%
+2,277
1525
$231K ﹤0.01%
2,176
-99
59 60
61
62 63