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
1526
$231K ﹤0.01%
917
-17
1527
$230K ﹤0.01%
+7,309
1528
$229K ﹤0.01%
1,412
1529
$228K ﹤0.01%
2,428
-236
1530
$228K ﹤0.01%
1,779
+213
1531
$228K ﹤0.01%
+2,195
1532
$228K ﹤0.01%
+3,262
1533
$228K ﹤0.01%
4,621
-174
1534
$227K ﹤0.01%
13,342
+249
1535
$227K ﹤0.01%
15,493
-1,061
1536
$227K ﹤0.01%
17,039
+17
1537
$227K ﹤0.01%
585
+27
1538
$227K ﹤0.01%
+5,065
1539
$227K ﹤0.01%
+4,217
1540
$226K ﹤0.01%
9,296
-41
1541
$226K ﹤0.01%
8,559
+25
1542
$226K ﹤0.01%
2,412
-282
1543
$226K ﹤0.01%
+8,352
1544
$226K ﹤0.01%
5,000
1545
$226K ﹤0.01%
4,372
+373
1546
$226K ﹤0.01%
+774
1547
$226K ﹤0.01%
+5,950
1548
$225K ﹤0.01%
4,430
-734
1549
$225K ﹤0.01%
1,809
+10
1550
$225K ﹤0.01%
+4,348
60 61
62
63 64