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
1651
$143K ﹤0.01%
10,967
1652
$143K ﹤0.01%
15,889
+1,070
1653
$137K ﹤0.01%
10,435
1654
$134K ﹤0.01%
+12,256
1655
$133K ﹤0.01%
+14,583
1656
$132K ﹤0.01%
10,000
1657
$127K ﹤0.01%
+14,229
1658
$125K ﹤0.01%
11,680
+293
1659
$121K ﹤0.01%
12,079
-1,820
1660
$120K ﹤0.01%
34,656
+2,318
1661
$119K ﹤0.01%
17,000
-10,200
1662
$119K ﹤0.01%
56,286
-147
1663
$118K ﹤0.01%
15,000
1664
$116K ﹤0.01%
23,054
+6,709
1665
$115K ﹤0.01%
22,329
-4,159
1666
$111K ﹤0.01%
12,433
-255
1667
$107K ﹤0.01%
21,183
+9,166
1668
$101K ﹤0.01%
+19,665
1669
$99.9K ﹤0.01%
17,378
+382
1670
$96.9K ﹤0.01%
24,908
+8,629
1671
$94.5K ﹤0.01%
18,606
+1,181
1672
$91K ﹤0.01%
21,819
-514
1673
$90.5K ﹤0.01%
+19,456
1674
$87.7K ﹤0.01%
+13,805
1675
$80.5K ﹤0.01%
13,877
65 66
67
68 69