SFA
Sequoia Financial Advisors Portfolio holdings
AUM
$16.4B
1-Year Est. Return
18.99%
1 Year Est. Return
+18.99%
AUM
$14.6B
AUM Growth
+$1.64B
(+13%)
Holding
1,613
Top Buys
| 1 | +$43.8M | |
| 2 | +$38.5M | |
| 3 | +$32.3M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$29.4M |
| 5 |
iShares MSCI ACWI ETF
ACWI
|
+$25.9M |
Top Sells
| 1 | +$34.7M | |
| 2 | +$27.5M | |
| 3 | +$21.4M | |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$17.7M |
| 5 |
Caesars Entertainment
CZR
|
+$17.3M |
Sector Composition
| 1 | Technology | 12.81% |
| 2 | Financials | 7.5% |
| 3 | Consumer Discretionary | 5.17% |
| 4 | Industrials | 4.89% |
| 5 | Communication Services | 3.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Global Payments
GPN
$18.8B
| $6.74M | 0.05% |
84,190
+7,161
|
|
||
227
NextEra Energy
NEE
$171B
| $6.73M | 0.05% |
96,897
+3,296
|
|
||
228
ServiceNow
NOW
$183B
| $6.71M | 0.05% |
6,525
-5,131
|
|
||
229
BWX Technologies
BWXT
$18.1B
| $6.69M | 0.05% |
46,409
+3,087
|
|
||
230
Kimberly-Clark
KMB
$33.2B
| $6.65M | 0.05% |
51,595
+1,845
|
|
||
231
McKesson
MCK
$105B
| $6.59M | 0.05% |
8,988
+292
|
|
||
232
Tractor Supply
TSCO
$28.6B
| $6.57M | 0.04% |
124,428
+12,195
|
|
||
233
Lam Research
LRCX
$207B
| $6.53M | 0.04% |
67,087
-240
|
|
||
234
Martin Marietta Materials
MLM
$36.8B
| $6.52M | 0.04% |
11,873
+564
|
|
||
|
ESGR
235
DELISTED
Enstar Group
ESGR
| $6.5M | 0.04% |
19,338
+8
|
|
||
236
Chubb
CB
$111B
| $6.47M | 0.04% |
22,344
+1,162
|
|
||
237
Cameco
CCJ
$41.5B
| $6.47M | 0.04% |
87,099
+4,160
|
|
||
238
iShares Select Dividend ETF
DVY
$20.4B
| $6.43M | 0.04% |
48,410
-13,092
|
|
||
239
RadNet
RDNT
$6.02B
| $6.42M | 0.04% |
112,806
+278
|
|
||
240
iShares Core MSCI Emerging Markets ETF
IEMG
$114B
| $6.42M | 0.04% |
106,911
-21,099
|
|
||
241
Energy Select Sector SPDR Fund
XLE
$26.3B
| $6.41M | 0.04% |
75,603
+19,398
|
|
||
242
Vertex Pharmaceuticals
VRTX
$106B
| $6.4M | 0.04% |
14,373
+442
|
|
||
243
Deere & Co
DE
$128B
| $6.38M | 0.04% |
12,541
+1,984
|
|
||
244
Snowflake
SNOW
$89.7B
| $6.24M | 0.04% |
27,905
+10,359
|
|
||
245
Veeva Systems
VEEV
$48.4B
| $6.16M | 0.04% |
21,392
+1,999
|
|
||
246
Fidelity Total Bond ETF
FBND
$20.9B
| $6.15M | 0.04% |
134,468
-37,865
|
|
||
247
Zoetis
ZTS
$53.4B
| $6.13M | 0.04% |
39,283
+518
|
|
||
248
iShares MSCI EAFE ETF
EFA
$67.9B
| $6.12M | 0.04% |
68,411
+1,458
|
|
||
249
Booking.com
BKNG
$158B
| $6.09M | 0.04% |
1,052
+175
|
|
||
250
Waters Corp
WAT
$22.1B
| $6.08M | 0.04% |
17,407
+705
|
|