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
WCC
326
WESCO International
WCC
$17.6B
$4.96M 0.03%
18,112
+315
SNPS icon
327
Synopsys
SNPS
$91.1B
$4.95M 0.03%
12,489
+1,651
IEUR icon
328
iShares Core MSCI Europe ETF
IEUR
$8.9B
$4.92M 0.03%
70,008
-9,959
EVR icon
329
Evercore
EVR
$13.2B
$4.89M 0.03%
16,372
-205
HSBC icon
330
HSBC
HSBC
$321B
$4.88M 0.03%
59,204
-2,519
HII icon
331
Huntington Ingalls Industries
HII
$12.1B
$4.88M 0.03%
12,844
+4,510
CSTM icon
332
Constellium
CSTM
$4.66B
$4.85M 0.03%
197,198
+3,716
UBER icon
333
Uber
UBER
$143B
$4.84M 0.03%
67,323
+8,071
A icon
334
Agilent Technologies
A
$38.2B
$4.81M 0.03%
42,237
+667
SYK icon
335
Stryker
SYK
$117B
$4.77M 0.03%
14,503
+506
SCHV icon
336
Schwab US Large-Cap Value ETF
SCHV
$15.6B
$4.67M 0.03%
153,232
-4,300
VTIP icon
337
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$18B
$4.65M 0.03%
93,042
-198
VEEV icon
338
Veeva Systems
VEEV
$28.5B
$4.58M 0.03%
26,098
+2,218
STX icon
339
Seagate
STX
$199B
$4.58M 0.03%
11,689
+2,211
NOW icon
340
ServiceNow
NOW
$128B
$4.57M 0.03%
43,742
+7,833
VHT icon
341
Vanguard Health Care ETF
VHT
$16.6B
$4.55M 0.03%
16,695
-415
WDC icon
342
Western Digital
WDC
$183B
$4.51M 0.03%
16,684
+3,035
SHEL icon
343
Shell
SHEL
$234B
$4.49M 0.03%
48,251
+1,796
NEM icon
344
Newmont
NEM
$117B
$4.46M 0.03%
41,179
+8,301
NSC icon
345
Norfolk Southern
NSC
$68.5B
$4.46M 0.03%
15,524
-62,391
FNDX icon
346
Schwab Fundamental US Large Company Index ETF
FNDX
$25.5B
$4.43M 0.02%
159,235
+5,476
NLY icon
347
Annaly Capital Management
NLY
$16B
$4.41M 0.02%
208,550
-6,693
WAL icon
348
Western Alliance Bancorporation
WAL
$8.7B
$4.37M 0.02%
61,657
-8,708
PNC icon
349
PNC Financial Services
PNC
$88.8B
$4.36M 0.02%
20,972
+1,311
WMB icon
350
Williams Companies
WMB
$87.3B
$4.31M 0.02%
59,188
+3,637
12 13
14
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