SFA
Sequoia Financial Advisors Portfolio holdings
AUM
$16.4B
1-Year Est. Return
18.99%
1 Year Est. Return
+18.99%
AUM
$14.6B
AUM Growth
+$1.64B
(+13%)
Holding
1,613
Top Buys
| 1 | +$43.8M | |
| 2 | +$38.5M | |
| 3 | +$32.3M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$29.4M |
| 5 |
iShares MSCI ACWI ETF
ACWI
|
+$25.9M |
Top Sells
| 1 | +$34.7M | |
| 2 | +$27.5M | |
| 3 | +$21.4M | |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$17.7M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
426
Healthpeak Properties
DOC
$12.4B
| $2.43M | 0.02% |
138,808
+49,650
|
|
||
427
Vistra
VST
$64.2B
| $2.39M | 0.02% |
12,315
-2,902
|
|
||
428
Target
TGT
$41.8B
| $2.37M | 0.02% |
24,048
-24,768
|
|
||
429
Ferrari
RACE
$72.2B
| $2.37M | 0.02% |
4,834
+235
|
|
||
430
Intel
INTC
$183B
| $2.35M | 0.02% |
104,758
+10,923
|
|
||
431
iShares Russell Mid-Cap Growth ETF
IWP
$20.2B
| $2.34M | 0.02% |
16,896
-42
|
|
||
432
Nu Holdings
NU
$78.1B
| $2.34M | 0.02% |
170,485
+5,588
|
|
||
433
Federal Agricultural Mortgage
AGM
$1.86B
| $2.31M | 0.02% |
11,896
+1
|
|
||
434
Chipotle Mexican Grill
CMG
$42.3B
| $2.29M | 0.02% |
40,801
+10,620
|
|
||
435
Ford
F
$52.2B
| $2.29M | 0.02% |
210,791
+3,157
|
|
||
436
Shopify
SHOP
$212B
| $2.28M | 0.02% |
19,751
+2,275
|
|
||
437
Alibaba
BABA
$393B
| $2.27M | 0.02% |
20,021
+4,594
|
|
||
438
Moody's
MCO
$86.8B
| $2.26M | 0.02% |
4,515
+731
|
|
||
439
Welltower
WELL
$128B
| $2.24M | 0.02% |
14,574
+4,391
|
|
||
440
Teva Pharmaceuticals
TEVA
$28.2B
| $2.23M | 0.02% |
133,293
+541
|
|
||
441
FTAI Aviation
FTAI
$16.7B
| $2.21M | 0.02% |
19,252
+583
|
|
||
442
American International
AIG
$48.1B
| $2.21M | 0.02% |
25,786
+5,333
|
|
||
443
Dimensional Emerging Markets High Profitability ETF
DEHP
$304M
| $2.19M | 0.02% |
78,388
-8,534
|
|
||
444
Kroger
KR
$41.8B
| $2.18M | 0.01% |
30,414
+7,082
|
|
||
445
American Tower
AMT
$84B
| $2.18M | 0.01% |
9,863
+619
|
|
||
446
AB InBev
BUD
$123B
| $2.18M | 0.01% |
31,720
+6,466
|
|
||
447
Aflac
AFL
$58.3B
| $2.18M | 0.01% |
20,637
+3,668
|
|
||
448
James Hardie Industries
JHX
$10.7B
| $2.17M | 0.01% |
80,711
+8,395
|
|
||
449
Schwab Emerging Markets Equity ETF
SCHE
$11.5B
| $2.16M | 0.01% |
71,608
-128,433
|
|
||
450
Brookfield Renewable
BEPC
$7.71B
| $2.16M | 0.01% |
65,767
-312
|
|