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
201
$9.82M 0.06%
196,627
+3,359
202
$9.78M 0.06%
+74,495
203
$9.59M 0.06%
71,643
+4,556
204
$9.55M 0.06%
126,554
+29,657
205
$9.4M 0.06%
58,090
+4,130
206
$9.37M 0.06%
45,771
+351
207
$9.2M 0.06%
97,110
+7,371
208
$9.17M 0.06%
189,835
+11,113
209
$9.13M 0.06%
76,106
+3,338
210
$9.07M 0.06%
49,208
+2,799
211
$8.95M 0.05%
97,944
+1,439
212
$8.93M 0.05%
154,007
+12,858
213
$8.61M 0.05%
112,965
+159
214
$8.54M 0.05%
335,338
-695
215
$8.53M 0.05%
269,530
+144,500
216
$8.52M 0.05%
42,946
-200,699
217
$8.4M 0.05%
66,268
+571
218
$8.34M 0.05%
70,445
-27,434
219
$8.31M 0.05%
297,937
+19,709
220
$8.29M 0.05%
1,354,424
-12,565
221
$8.27M 0.05%
163,065
-64,299
222
$8.22M 0.05%
57,649
-10,809
223
$8.19M 0.05%
165,674
-64,373
224
$8.1M 0.05%
6,149
-8
225
$8.07M 0.05%
158,024
-3,692
7 8
9
10 11