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
1701
$14.4K ﹤0.01%
+22,500
1702
$13K ﹤0.01%
10,796
+796
1703
$487 ﹤0.01%
64,000
1704
$114 ﹤0.01%
+14,001
1705
– –
-30,124
1706
– –
-10,000
1707
– –
-33,629
1708
– –
-64,198
1709
– –
-19,152
1710
– –
-5,116
1711
– –
-1,368
1712
– –
-754
1713
– –
-31,002
1714
– –
-37,000
1715
– –
-1,350
1716
– –
-924
1717
– –
-708
1718
– –
-11,117
1719
– –
-4,603
1720
– –
-1,885
1721
– –
-12,399
1722
– –
-200,906
1723
– –
-848
1724
– –
-4,086
1725
– –
-33,013
67 68
69
70 71