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
151
$15.6M 0.1%
214,346
-54
152
$15.6M 0.1%
290,164
-1,709
153
$15.6M 0.1%
287,870
+70,896
154
$15.6M 0.1%
652,873
+29,303
155
$15.2M 0.09%
228,647
+17,716
156
$14.9M 0.09%
63,088
-622
157
$14.9M 0.09%
219,266
-459
158
$14.8M 0.09%
176,485
-707,883
159
$14.6M 0.09%
25,675
+2,662
160
$14.3M 0.09%
382,371
+8,701
161
$14.2M 0.09%
100,828
+23,156
162
$13.7M 0.08%
437,599
-5,808
163
$13.7M 0.08%
128,691
-6,794
164
$13.5M 0.08%
2,247,634
+165
165
$13.4M 0.08%
31,076
-5,350
166
$13M 0.08%
373,502
-2,848
167
$12.8M 0.08%
497,585
-18,305
168
$12.6M 0.08%
18,441
+1,162
169
$12.6M 0.08%
+502,719
170
$12.5M 0.08%
444,070
+40,177
171
$12.5M 0.08%
96,986
+12,745
172
$12.4M 0.08%
108,486
-381
173
$12.2M 0.07%
278,359
+2,700
174
$12.1M 0.07%
177,018
+3,685
175
$12.1M 0.07%
78,483
+810
5 6
7
8 9