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SFA

Sequoia Financial Advisors Portfolio holdings

AUM $20.1B
1-Year Est. Return 24.77%
This Fund
S&P 500
This Quarter Est. Return
+1.73%
1 Year Est. Return
+24.77%
3 Year Est. Return
+78.3%
5 Year Est. Return
+82.64%
10 Year Est. Return
+239.69%
AUM
$10.4B
AUM Growth
+$1.07B
Cap. Flow
+$1.02B
Cap. Flow %
9.84%
Top 10 Hldgs %
30.33%
Holding
1,442
New
144
Increased
825
Reduced
315
Closed
84

Top Buys

Rank Stock Value
1
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$66.2M
2
BND icon
Vanguard Total Bond Market
BND
+$51M
3
NDSN icon
Nordson
NDSN
+$49.7M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$46.8M
5
CRM icon
Salesforce
CRM
+$46.6M

Top Sells

Rank Stock Value
1
TKO icon
TKO Group
TKO
+$58.1M
2
PLNT icon
Planet Fitness
PLNT
+$46.9M
3
AMT icon
American Tower
AMT
+$44.2M
4
SSNC icon
SS&C Technologies
SSNC
+$38M
5
AMZN icon
Amazon
AMZN
+$33.1M

Sector Composition

Rank Sector Weight
1 Technology 14.9%
2 Financials 7.71%
3 Consumer Discretionary 5.45%
4 Industrials 5.23%
5 Healthcare 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RY icon
426
Royal Bank of Canada
RY
$291B
$1.83M 0.02%
15,190
+889
+6% +$110K
MFC icon
427
Manulife Financial
MFC
$73.9B
$1.83M 0.02%
59,557
+3,688
+7% +$114K
YUM icon
428
Yum! Brands
YUM
$41.8B
$1.82M 0.02%
13,582
+267
+2% +$36.1K
IVE icon
429
iShares S&P 500 Value ETF
IVE
$49B
$1.82M 0.02%
9,530
-3,343
-26% -$663K
PFC
430
DELISTED
Premier Financial Corp. Common Stock
PFC
$1.81M 0.02%
70,943
+270
+0.4% +$7.04K
PEG icon
431
Public Service Enterprise Group
PEG
$38.2B
$1.8M 0.02%
21,281
+1,435
+7% +$127K
BXMT icon
432
Blackstone Mortgage Trust
BXMT
$2.45B
$1.79M 0.02%
102,663
+13,477
+15% +$249K
WTM icon
433
White Mountains Insurance
WTM
$5.2B
$1.78M 0.02%
917
+33
+4% +$62.4K
EVR icon
434
Evercore
EVR
$12.4B
$1.78M 0.02%
+6,429
New +$1.82M
PWR icon
435
Quanta Services
PWR
$100B
$1.78M 0.02%
5,630
+258
+5% +$83K
SONY icon
436
Sony
SONY
$137B
$1.77M 0.02%
83,569
-12,941
-13% -$252K
SJM icon
437
J.M. Smucker
SJM
$12.7B
$1.76M 0.02%
15,980
+80
+0.5% +$9.2K
SUSA icon
438
iShares ESG Optimized MSCI USA ETF
SUSA
$4.01B
$1.76M 0.02%
14,468
-2,434
-14% -$299K
CI icon
439
Cigna
CI
$73.7B
$1.74M 0.02%
6,316
+1,368
+28% +$436K
MCO icon
440
Moody's
MCO
$82.8B
$1.73M 0.02%
3,651
+424
+13% +$202K
ZBH icon
441
Zimmer Biomet
ZBH
$18.2B
$1.73M 0.02%
16,357
-199,840
-92% -$21.4M
AXON
442
Axon Enterprise
AXON
$42.5B
$1.72M 0.02%
2,898
+1,171
+68% +$637K
TM icon
443
Toyota
TM
$224B
$1.72M 0.02%
8,837
+861
+11% +$151K
MSTR icon
444
Strategy Inc
MSTR
$34.1B
$1.72M 0.02%
5,935
+1,089
+22% +$328K
INTC icon
445
Intel
INTC
$455B
$1.72M 0.02%
85,683
+13,961
+19% +$315K
CVNA icon
446
Carvana
CVNA
$68.6B
$1.71M 0.02%
42,160
+11,550
+38% +$519K
JPST icon
447
JPMorgan Ultra-Short Income ETF
JPST
$40.1B
$1.71M 0.02%
34,040
+4,071
+14% +$206K
INFY icon
448
Infosys
INFY
$48.7B
$1.7M 0.02%
77,691
+1,860
+2% +$41.6K
MRVL icon
449
Marvell Technology
MRVL
$168B
$1.7M 0.02%
15,398
+326
+2% +$30.3K
DSI icon
450
iShares MSCI KLD 400 Social ETF
DSI
$5.3B
$1.68M 0.02%
15,253
-2,480
-14% -$277K
16 17
18
19 20

Similar funds

EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
HHII
H&H International Investment Palo Alto, California $20B AUM 9.66% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $19.8B AUM 19.53% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Sequoia Financial Advisors's Q4 2024 Portfolio in Review

As of Q4 2024, Sequoia Financial Advisors held 1,442 positions worth $10.4B, up 12% from $9.32B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Sequoia Financial Advisors deployed $1.02B of net new capital in Q4 2024, opening 144 new positions and adding to 825 existing holdings. Its largest new stake was Vanguard Total International Bond ETF: 935,044 shares worth $45.9M.

By sector, the portfolio is most concentrated in Technology at 15% of assets, down from 15% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was American Tower, an estimated $44.2M trimmed.

  • Sequoia Financial Advisors's largest Q4 2024 buy was Vanguard Total International Bond ETF: 935,044 shares worth $45.9M.
  • Sequoia Financial Advisors added most to Vanguard Morningstar Total Stock Market ETF in Q4 2024, an estimated $66.2M increase.
  • Sequoia Financial Advisors's biggest Q4 2024 reduction was American Tower, cutting an estimated $44.2M.
  • Sequoia Financial Advisors fully exited TKO Group in Q4 2024, selling an estimated $58.1M.
  • Sequoia Financial Advisors's ten largest holdings make up 30% of its $10.4B portfolio in Q4 2024.
  • Sequoia Financial Advisors opened 144 new positions and closed 84 in Q4 2024.
  • Sequoia Financial Advisors's portfolio value rose 12% quarter-over-quarter to $10.4B.

Based on Sequoia Financial Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.