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
1726
– –
-4,972
1727
– –
-15,705
1728
– –
-2,400
1729
– –
-2,867
1730
– –
-440
1731
– –
-11,183
1732
– –
-7,960
1733
– –
-3,032
1734
– –
-2,493
1735
– –
-565
1736
– –
-5,477
1737
– –
-17,450
1738
– –
-561
1739
– –
-4,772
1740
– –
-19,338
1741
– –
-10,591
1742
– –
-43,943
1743
– –
-5,894
1744
– –
-12,825
1745
– –
-4,560
1746
– –
-7,801
1747
– –
-10,309
1748
– –
-1,569
1749
– –
-10,242
1750
– –
-21,911
67 68 69
70
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