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
$17.8B
AUM Growth
-$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,032
New
Increased
Reduced
Closed

Top Buys

1
+$40.9M
2
+$39.9M
3
+$36.6M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$36.3M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$35.5M

Top Sells

1
+$44.8M
2
+$21.5M
3
+$21.1M
4
VICI icon
VICI Properties
VICI
+$20.6M
5
NSC icon
Norfolk Southern
NSC
+$18.5M

Sector Composition

1 Technology 12.07%
2 Financials 6.69%
3 Industrials 5.58%
4 Consumer Discretionary 4.13%
5 Communication Services 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RDNT icon
276
RadNet
RDNT
$4.37B
$6.32M 0.04%
112,992
-682
DFSU icon
277
Dimensional US Sustainability Core 1 ETF
DFSU
$2.18B
$6.22M 0.03%
151,398
+65
NDAQ icon
278
Nasdaq
NDAQ
$52.3B
$6.22M 0.03%
73,223
-4,874
STE icon
279
Steris
STE
$20.9B
$6.19M 0.03%
27,981
+622
VLO icon
280
Valero Energy
VLO
$72.7B
$6.15M 0.03%
24,887
-337
DLR icon
281
Digital Realty Trust
DLR
$66.8B
$6.08M 0.03%
33,745
+3,531
MLM icon
282
Martin Marietta Materials
MLM
$34.9B
$6.08M 0.03%
10,326
-2,098
KMB icon
283
Kimberly-Clark
KMB
$32.4B
$6.06M 0.03%
62,785
+6,934
SRE icon
284
Sempra
SRE
$58.3B
$6.01M 0.03%
61,809
+3,662
ANET icon
285
Arista Networks
ANET
$201B
$5.96M 0.03%
48,547
+7,353
MAS icon
286
Masco
MAS
$14.2B
$5.93M 0.03%
98,165
+13,293
GPN icon
287
Global Payments
GPN
$20.7B
$5.91M 0.03%
87,791
-928
IWV icon
288
iShares Russell 3000 ETF
IWV
$19.8B
$5.9M 0.03%
15,913
-115
ZBH icon
289
Zimmer Biomet
ZBH
$15.9B
$5.84M 0.03%
64,633
-381
APH icon
290
Amphenol
APH
$183B
$5.84M 0.03%
46,242
+1,657
FTAI icon
291
FTAI Aviation
FTAI
$26.7B
$5.81M 0.03%
23,721
+1,631
BYD icon
292
Boyd Gaming
BYD
$6.15B
$5.74M 0.03%
69,884
-11,839
WAT icon
293
Waters Corp
WAT
$37.7B
$5.72M 0.03%
19,215
+765
IWD icon
294
iShares Russell 1000 Value ETF
IWD
$75.4B
$5.67M 0.03%
26,542
+1,659
GVI icon
295
iShares Intermediate Government/Credit Bond ETF
GVI
$3.74B
$5.63M 0.03%
52,797
-3,334
MNST icon
296
Monster Beverage
MNST
$86.1B
$5.61M 0.03%
77,485
+5,602
FFIV icon
297
F5
FFIV
$21.6B
$5.59M 0.03%
19,330
-457
CMPR icon
298
Cimpress
CMPR
$2.39B
$5.59M 0.03%
76,579
+3,569
DGRO icon
299
iShares Core Dividend Growth ETF
DGRO
$40.4B
$5.56M 0.03%
79,181
-585
BKNG icon
300
Booking.com
BKNG
$130B
$5.55M 0.03%
32,925
+675
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