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
1676
$80.3K ﹤0.01%
10,598
+237
1677
$78.8K ﹤0.01%
11,900
+839
1678
$76.3K ﹤0.01%
17,218
+1,712
1679
$76.1K ﹤0.01%
17,464
1680
$75.3K ﹤0.01%
+15,037
1681
$66.7K ﹤0.01%
+17,402
1682
$65.5K ﹤0.01%
10,000
-120
1683
$61.3K ﹤0.01%
24,912
+4,852
1684
$60.5K ﹤0.01%
19,260
+3,395
1685
$60.4K ﹤0.01%
+10,783
1686
$55.1K ﹤0.01%
15,753
-732
1687
$51.7K ﹤0.01%
16,579
+1,822
1688
$45.5K ﹤0.01%
+12,074
1689
$44K ﹤0.01%
46,036
-1,905
1690
$40.7K ﹤0.01%
+52,850
1691
$37.3K ﹤0.01%
+18,809
1692
$36.7K ﹤0.01%
+13,362
1693
$36K ﹤0.01%
16,600
-332
1694
$28.5K ﹤0.01%
1,105
+3
1695
$24.8K ﹤0.01%
12,039
1696
$23.3K ﹤0.01%
+1,345
1697
$22.6K ﹤0.01%
10,190
1698
$19.7K ﹤0.01%
43,422
1699
$17.4K ﹤0.01%
15,941
-820
1700
$16.8K ﹤0.01%
10,129
-3,968
66 67
68
69 70