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
1601
$207K ﹤0.01%
+2,468
1602
$206K ﹤0.01%
+1,864
1603
$205K ﹤0.01%
+11,930
1604
$205K ﹤0.01%
+1,689
1605
$205K ﹤0.01%
11,273
-3,067
1606
$204K ﹤0.01%
6,905
+30
1607
$204K ﹤0.01%
+9,143
1608
$204K ﹤0.01%
+5,090
1609
$203K ﹤0.01%
+1,178
1610
$202K ﹤0.01%
+2,008
1611
$202K ﹤0.01%
17,132
+553
1612
$202K ﹤0.01%
+1,559
1613
$201K ﹤0.01%
+1,983
1614
$201K ﹤0.01%
13,105
+2,766
1615
$201K ﹤0.01%
+4,251
1616
$201K ﹤0.01%
+10,384
1617
$201K ﹤0.01%
+3,160
1618
$201K ﹤0.01%
64,735
+4,189
1619
$201K ﹤0.01%
+8,875
1620
$200K ﹤0.01%
4,345
-102
1621
$199K ﹤0.01%
15,981
+267
1622
$198K ﹤0.01%
22,028
+10,968
1623
$196K ﹤0.01%
+16,224
1624
$191K ﹤0.01%
+12,957
1625
$187K ﹤0.01%
16,351
+545
63 64
65
66 67