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
1576
$217K ﹤0.01%
+3,736
1577
$217K ﹤0.01%
+2,215
1578
$216K ﹤0.01%
6,509
-2,124
1579
$216K ﹤0.01%
2,600
+60
1580
$216K ﹤0.01%
3,127
-164
1581
$216K ﹤0.01%
7,782
+4
1582
$216K ﹤0.01%
+8,872
1583
$216K ﹤0.01%
+1,712
1584
$215K ﹤0.01%
+2,892
1585
$215K ﹤0.01%
5,476
-524
1586
$214K ﹤0.01%
+17,507
1587
$214K ﹤0.01%
+19,316
1588
$214K ﹤0.01%
5,959
+152
1589
$214K ﹤0.01%
+6,353
1590
$212K ﹤0.01%
20,953
1591
$212K ﹤0.01%
+3,667
1592
$211K ﹤0.01%
+6,328
1593
$211K ﹤0.01%
+1,145
1594
$211K ﹤0.01%
+8,513
1595
$211K ﹤0.01%
+8,187
1596
$210K ﹤0.01%
3,695
+253
1597
$209K ﹤0.01%
4,930
+164
1598
$209K ﹤0.01%
+5,830
1599
$208K ﹤0.01%
+8,044
1600
$207K ﹤0.01%
5,702
+1,222
62 63
64
65 66