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
XLP icon
401
Consumers Staples Select Sector SPDR Fund
XLP
$14.9B
$2.63M 0.02%
32,531
+4,690
SPYV icon
402
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$29B
$2.61M 0.02%
49,930
-3,465
HDB icon
403
HDFC Bank
HDB
$184B
$2.61M 0.02%
68,146
+2,266
AZN icon
404
AstraZeneca
AZN
$252B
$2.61M 0.02%
37,292
+1,581
GM icon
405
General Motors
GM
$64.2B
$2.59M 0.02%
52,609
+4,739
NVO icon
406
Novo Nordisk
NVO
$215B
$2.58M 0.02%
37,434
+5,672
MDLZ icon
407
Mondelez International
MDLZ
$72.3B
$2.56M 0.02%
38,024
+6,267
CI icon
408
Cigna
CI
$69.3B
$2.56M 0.02%
7,740
+1,265
CHRW icon
409
C.H. Robinson
CHRW
$18.1B
$2.55M 0.02%
26,563
+257
YUM icon
410
Yum! Brands
YUM
$41.5B
$2.54M 0.02%
17,140
+3,318
VO icon
411
Vanguard Mid-Cap ETF
VO
$87.3B
$2.54M 0.02%
9,063
+156
PYPL icon
412
PayPal
PYPL
$63.7B
$2.53M 0.02%
34,060
+6,374
JCI icon
413
Johnson Controls International
JCI
$79.1B
$2.52M 0.02%
23,856
-158,555
EEMV icon
414
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$4.76B
$2.5M 0.02%
39,857
-25,054
INFY icon
415
Infosys
INFY
$68.1B
$2.48M 0.02%
133,913
+58,908
RY icon
416
Royal Bank of Canada
RY
$205B
$2.48M 0.02%
18,823
+3,015
IBN icon
417
ICICI Bank
IBN
$109B
$2.48M 0.02%
73,596
-1,765
O icon
418
Realty Income
O
$51.6B
$2.46M 0.02%
42,769
+19,811
MFC icon
419
Manulife Financial
MFC
$56.3B
$2.46M 0.02%
77,013
+16,347
TT icon
420
Trane Technologies
TT
$96.7B
$2.46M 0.02%
5,621
+374
SPOT icon
421
Spotify
SPOT
$128B
$2.45M 0.02%
3,192
+632
XLY icon
422
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.7B
$2.45M 0.02%
11,256
-66,235
SLB icon
423
SLB Ltd
SLB
$54.6B
$2.44M 0.02%
72,281
-8,759
ALL icon
424
Allstate
ALL
$51B
$2.44M 0.02%
12,130
+769
XEL icon
425
Xcel Energy
XEL
$48B
$2.44M 0.02%
35,803
+9,355
15 16
17
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