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
$17.9B
AUM Growth
+$1.47B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,940
New
Increased
Reduced
Closed

Top Buys

1
+$87.8M
2
+$69.7M
3
+$49.1M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$47.7M
5
JPIE icon
JPMorgan Income ETF
JPIE
+$45.5M

Top Sells

1
+$91.1M
2
+$57.8M
3
+$21.9M
4
MTN icon
Vail Resorts
MTN
+$19M
5
GDEN
Golden Entertainment
GDEN
+$16.7M

Sector Composition

1 Technology 13.54%
2 Financials 7.44%
3 Industrials 5.03%
4 Consumer Discretionary 4.37%
5 Communication Services 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HOOD icon
326
Robinhood
HOOD
$69.4B
$5M 0.03%
44,212
+24,096
SPGI icon
327
S&P Global
SPGI
$125B
$4.99M 0.03%
9,547
+871
VHT icon
328
Vanguard Health Care ETF
VHT
$16.2B
$4.93M 0.03%
17,110
-634
SYK icon
329
Stryker
SYK
$113B
$4.92M 0.03%
13,997
+966
CMPR icon
330
Cimpress
CMPR
$2.23B
$4.86M 0.03%
73,010
-1,104
HSBC icon
331
HSBC
HSBC
$300B
$4.86M 0.03%
61,723
+294
UBER icon
332
Uber
UBER
$149B
$4.84M 0.03%
59,252
+3,868
MAR icon
333
Marriott International
MAR
$93.9B
$4.83M 0.03%
15,564
+3,073
INTC icon
334
Intel
INTC
$544B
$4.83M 0.03%
130,801
+19,061
NLY icon
335
Annaly Capital Management
NLY
$16.4B
$4.81M 0.03%
215,243
+7,417
PSX icon
336
Phillips 66
PSX
$72.3B
$4.72M 0.03%
36,616
+5,940
GSY icon
337
Invesco Ultra Short Duration ETF
GSY
$3.47B
$4.72M 0.03%
+93,926
DXJ icon
338
WisdomTree Japan Hedged Equity Fund
DXJ
$6.21B
$4.68M 0.03%
32,474
+810
DLR icon
339
Digital Realty Trust
DLR
$69.1B
$4.67M 0.03%
30,214
-301
SCHV icon
340
Schwab US Large-Cap Value ETF
SCHV
$15.2B
$4.66M 0.03%
157,532
+1,277
DGX icon
341
Quest Diagnostics
DGX
$21.1B
$4.63M 0.03%
26,702
+3,359
VTIP icon
342
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$17.4B
$4.61M 0.03%
93,240
-18,096
CORP icon
343
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.62B
$4.58M 0.03%
46,774
-22,186
BSX icon
344
Boston Scientific
BSX
$83.2B
$4.53M 0.03%
47,551
+5,678
XLV icon
345
State Street Health Care Select Sector SPDR ETF
XLV
$37.7B
$4.47M 0.03%
28,890
+894
SPYG icon
346
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$50.1B
$4.38M 0.02%
41,050
-616
CEG icon
347
Constellation Energy
CEG
$116B
$4.38M 0.02%
12,388
+2,673
WCC icon
348
WESCO International
WCC
$17.1B
$4.35M 0.02%
17,797
+3,815
FTAI icon
349
FTAI Aviation
FTAI
$25.1B
$4.35M 0.02%
22,090
+1,763
PSA icon
350
Public Storage
PSA
$52.5B
$4.31M 0.02%
16,602
-1,283
12 13
14
15 16