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
176
$12M 0.07%
77,544
-3,853
177
$12M 0.07%
106,910
+4,978
178
$11.7M 0.07%
47,604
-3,139
179
$11.6M 0.07%
46,117
+3,144
180
$11.5M 0.07%
131,231
-10,926
181
$11.3M 0.07%
46,884
-6,067
182
$11.2M 0.07%
170,987
+1,542
183
$11.1M 0.07%
407,347
+193,419
184
$11M 0.07%
+335,128
185
$11M 0.07%
56,083
+4,025
186
$10.8M 0.07%
120,101
-1,437
187
$10.8M 0.07%
243,385
-13,421
188
$10.7M 0.07%
224,073
-15,042
189
$10.7M 0.07%
120,292
-5,768
190
$10.6M 0.06%
237,754
+113,170
191
$10.5M 0.06%
48,591
+10,308
192
$10.4M 0.06%
59,533
-5,348
193
$10.3M 0.06%
74,936
+4,066
194
$10.3M 0.06%
597,833
+2,042
195
$10.2M 0.06%
87,480
-1,432
196
$10.1M 0.06%
200,446
+163,287
197
$10.1M 0.06%
69,317
-227
198
$9.97M 0.06%
74,843
+58
199
$9.88M 0.06%
19,785
+4,145
200
$9.86M 0.06%
145,962
+1,027
6 7
8
9 10