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
$17.8B
AUM Growth
-$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,032
New
Increased
Reduced
Closed

Top Buys

1
+$40.9M
2
+$39.9M
3
+$36.6M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$36.3M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$35.5M

Top Sells

1
+$44.8M
2
+$21.5M
3
+$21.1M
4
VICI icon
VICI Properties
VICI
+$20.6M
5
NSC icon
Norfolk Southern
NSC
+$18.5M

Sector Composition

1 Technology 12.07%
2 Financials 6.69%
3 Industrials 5.58%
4 Consumer Discretionary 4.13%
5 Communication Services 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ASX icon
451
ASE Group
ASX
$84.1B
$3.06M 0.02%
141,149
+2,525
BSX icon
452
Boston Scientific
BSX
$71.8B
$3.03M 0.02%
48,236
+685
JBND icon
453
JPMorgan Active Bond ETF
JBND
$7.96B
$3.02M 0.02%
56,251
-15,579
TM icon
454
Toyota
TM
$248B
$3.02M 0.02%
14,666
+4,254
SMFG icon
455
Sumitomo Mitsui Financial
SMFG
$140B
$3.02M 0.02%
152,886
+53,655
NOC icon
456
Northrop Grumman
NOC
$80.1B
$3.01M 0.02%
4,418
+164
CIEN icon
457
Ciena
CIEN
$82B
$3M 0.02%
7,717
+113
CASY icon
458
Casey's General Stores
CASY
$28.4B
$2.98M 0.02%
4,088
-91
FAST icon
459
Fastenal
FAST
$50.7B
$2.97M 0.02%
64,039
+8,375
DT icon
460
Dynatrace
DT
$12.4B
$2.97M 0.02%
80,341
+3,946
CFG icon
461
Citizens Financial Group
CFG
$26.3B
$2.97M 0.02%
49,442
+4,884
NTRS icon
462
Northern Trust
NTRS
$30.6B
$2.96M 0.02%
21,188
+470
CDNS icon
463
Cadence Design Systems
CDNS
$103B
$2.95M 0.02%
10,607
+2,115
AFL icon
464
Aflac
AFL
$57.2B
$2.95M 0.02%
26,853
+1,914
XLY icon
465
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.7B
$2.94M 0.02%
27,021
+1,613
EBAY icon
466
eBay
EBAY
$48.5B
$2.94M 0.02%
32,351
-606
CTVA icon
467
Corteva
CTVA
$52.4B
$2.92M 0.02%
34,861
+718
VBK icon
468
Vanguard Small-Cap Growth ETF
VBK
$23.8B
$2.9M 0.02%
9,607
-673
ITW icon
469
Illinois Tool Works
ITW
$71.1B
$2.9M 0.02%
11,152
+1,081
PCOR icon
470
Procore
PCOR
$7.47B
$2.89M 0.02%
50,749
+28,705
CAH icon
471
Cardinal Health
CAH
$46.1B
$2.89M 0.02%
13,688
+495
HCA icon
472
HCA Healthcare
HCA
$84B
$2.89M 0.02%
6,100
+698
CUBE icon
473
CubeSmart
CUBE
$9.06B
$2.88M 0.02%
78,494
+17,406
MKL icon
474
Markel Group
MKL
$22.7B
$2.87M 0.02%
1,500
-231
EW icon
475
Edwards Lifesciences
EW
$49.8B
$2.83M 0.02%
35,328
+1,948
17 18
19
20 21