SFA
Sequoia Financial Advisors Portfolio holdings
AUM
$16.4B
1-Year Est. Return
19%
1 Year Est. Return
+19%
AUM
$16.4B
AUM Growth
+$1.81B
(+12%)
Holding
1,765
Top Buys
| 1 | +$151M | |
| 2 | +$88.8M | |
| 3 | +$83.2M | |
| 4 |
BlackRock Flexible Income ETF
BINC
|
+$81.5M |
| 5 |
Vanguard Growth ETF
VUG
|
+$48.2M |
Top Sells
| 1 | +$99.7M | |
| 2 | +$59.5M | |
| 3 | +$53.8M | |
| 4 |
SFGV
Sequoia Global Value ETF
SFGV
|
+$49.7M |
| 5 |
Honeywell
HON
|
+$39.8M |
Sector Composition
| 1 | Technology | 13.21% |
| 2 | Financials | 7.22% |
| 3 | Consumer Discretionary | 5.03% |
| 4 | Industrials | 4.9% |
| 5 | Communication Services | 3.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
451
Northrop Grumman
NOC
$79B
| $2.52M | 0.02% |
4,142
+392
|
|
||
452
HDFC Bank
HDB
$184B
| $2.52M | 0.02% |
73,853
+5,707
|
|
||
453
Mondelez International
MDLZ
$72.3B
| $2.49M | 0.02% |
39,891
+1,867
|
|
||
454
DTE Energy
DTE
$27.7B
| $2.49M | 0.02% |
17,573
+2,392
|
|
||
455
FedEx
FDX
$63.8B
| $2.48M | 0.02% |
10,505
+1,788
|
|
||
456
ICICI Bank
IBN
$110B
| $2.46M | 0.02% |
81,455
+7,859
|
|
||
457
Spotify
SPOT
$115B
| $2.46M | 0.02% |
3,526
+334
|
|
||
458
Infosys
INFY
$73.2B
| $2.46M | 0.01% |
150,908
+16,995
|
|
||
459
Rigetti Computing
RGTI
$8.59B
| $2.45M | 0.01% |
82,165
-42,014
|
|
||
460
CubeSmart
CUBE
$8.44B
| $2.44M | 0.01% |
59,974
+12,957
|
|
||
461
Fastenal
FAST
$47.3B
| $2.44M | 0.01% |
49,664
+5,223
|
|
||
462
Elevance Health
ELV
$73.5B
| $2.43M | 0.01% |
7,517
+637
|
|
||
463
Dimensional Emerging Markets High Profitability ETF
DEHP
$302M
| $2.41M | 0.01% |
78,863
+475
|
|
||
464
Ford
F
$52.2B
| $2.4M | 0.01% |
200,901
-9,890
|
|
||
465
Ferrari
RACE
$69.8B
| $2.39M | 0.01% |
4,931
+97
|
|
||
466
Trane Technologies
TT
$90.7B
| $2.38M | 0.01% |
5,629
+8
|
|
||
467
Edwards Lifesciences
EW
$48.7B
| $2.35M | 0.01% |
30,237
+3,776
|
|
||
468
Manulife Financial
MFC
$59.1B
| $2.34M | 0.01% |
75,195
-1,818
|
|
||
469
Evergy
EVRG
$17.1B
| $2.29M | 0.01% |
30,187
+10,883
|
|
||
470
AutoZone
AZO
$63.6B
| $2.29M | 0.01% |
533
+17
|
|
||
471
Onto Innovation
ONTO
$7.85B
| $2.29M | 0.01% |
17,698
+1,671
|
|
||
472
Cincinnati Financial
CINF
$25.4B
| $2.27M | 0.01% |
14,358
+9,936
|
|
||
473
Electronic Arts
EA
$50.8B
| $2.27M | 0.01% |
11,232
+1,246
|
|
||
474
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$43.6B
| $2.25M | 0.01% |
24,534
+1,397
|
|
||
475
Cintas
CTAS
$74.2B
| $2.25M | 0.01% |
10,943
-4,344
|
|