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
1626
$185K ﹤0.01%
54,697
+534
1627
$183K ﹤0.01%
23,995
+4,475
1628
$181K ﹤0.01%
12,095
+991
1629
$178K ﹤0.01%
30,554
+66
1630
$177K ﹤0.01%
29,309
-13
1631
$177K ﹤0.01%
21,400
1632
$177K ﹤0.01%
22,515
+415
1633
$173K ﹤0.01%
10,484
+22
1634
$168K ﹤0.01%
14,000
1635
$165K ﹤0.01%
+11,545
1636
$163K ﹤0.01%
+14,348
1637
$161K ﹤0.01%
24,135
+28
1638
$160K ﹤0.01%
25,742
+11,867
1639
$158K ﹤0.01%
+10,207
1640
$158K ﹤0.01%
+10,016
1641
$156K ﹤0.01%
13,238
+75
1642
$156K ﹤0.01%
24,158
+4,000
1643
$151K ﹤0.01%
+11,478
1644
$148K ﹤0.01%
+18,649
1645
$147K ﹤0.01%
+15,033
1646
$147K ﹤0.01%
13,130
+10
1647
$146K ﹤0.01%
60,142
-23,648
1648
$146K ﹤0.01%
16,671
-14,155
1649
$146K ﹤0.01%
13,535
-1,295
1650
$145K ﹤0.01%
11,387
-97
64 65
66
67 68