SFA

Sequoia Financial Advisors Portfolio holdings

AUM $16.4B
1-Year Est. Return 18.99%
This Quarter Est. Return
1 Year Est. Return
+18.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$14.6B
AUM Growth
+$1.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,613
New
Increased
Reduced
Closed

Top Buys

1
+$43.8M
2
+$38.5M
3
+$32.3M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$29.4M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$25.9M

Top Sells

1
+$34.7M
2
+$27.5M
3
+$21.4M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$17.7M
5
CZR icon
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
SYK icon
276
Stryker
SYK
$137B
$5.13M 0.04%
12,962
+572
PSA icon
277
Public Storage
PSA
$48.9B
$5.1M 0.03%
17,371
+8,507
MO icon
278
Altria Group
MO
$96B
$5.03M 0.03%
85,850
+11,430
DELL icon
279
Dell
DELL
$102B
$4.96M 0.03%
40,483
+5,434
CSX icon
280
CSX Corp
CSX
$65.8B
$4.95M 0.03%
151,827
+7,751
CW icon
281
Curtiss-Wright
CW
$22B
$4.86M 0.03%
9,954
+999
PFF icon
282
iShares Preferred and Income Securities ETF
PFF
$14.4B
$4.82M 0.03%
157,215
-178,454
IAU icon
283
iShares Gold Trust
IAU
$60.6B
$4.8M 0.03%
77,037
+397
GMED icon
284
Globus Medical
GMED
$8.31B
$4.79M 0.03%
81,182
+6,117
GILD icon
285
Gilead Sciences
GILD
$152B
$4.78M 0.03%
43,102
-21,898
AON icon
286
Aon
AON
$73.4B
$4.75M 0.03%
13,304
+34
VHT icon
287
Vanguard Health Care ETF
VHT
$16.2B
$4.72M 0.03%
19,009
-1,939
TXT icon
288
Textron
TXT
$14.1B
$4.7M 0.03%
58,567
+8,625
UBER icon
289
Uber
UBER
$193B
$4.69M 0.03%
50,263
+1,581
ENB icon
290
Enbridge
ENB
$102B
$4.69M 0.03%
103,431
+7,236
IWR icon
291
iShares Russell Mid-Cap ETF
IWR
$44.3B
$4.59M 0.03%
49,953
+4,463
NVS icon
292
Novartis
NVS
$241B
$4.59M 0.03%
37,963
+5,186
BK icon
293
Bank of New York Mellon
BK
$75.8B
$4.58M 0.03%
50,281
-1,522
SNPS icon
294
Synopsys
SNPS
$76B
$4.57M 0.03%
8,915
+1,250
WWD icon
295
Woodward
WWD
$15.7B
$4.55M 0.03%
18,564
+1,652
A icon
296
Agilent Technologies
A
$41.6B
$4.53M 0.03%
38,412
+3,408
SPYG icon
297
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$43.4B
$4.51M 0.03%
47,289
-57,466
SPGI icon
298
S&P Global
SPGI
$151B
$4.49M 0.03%
8,509
+1,506
KTOS icon
299
Kratos Defense & Security Solutions
KTOS
$13.1B
$4.48M 0.03%
96,505
+6,209
MAS icon
300
Masco
MAS
$13.2B
$4.43M 0.03%
68,858
+4,929
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12
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