SFA
Sequoia Financial Advisors Portfolio holdings
AUM
$17.9B
1-Year Est. Return
20.32%
This Fund
S&P 500
1 Year Est. Return
+20.32%
AUM
$17.9B
AUM Growth
+$1.47B
(+8.9%)
Holding
1,940
Top Buys
| 1 | +$87.8M | |
| 2 | +$69.7M | |
| 3 | +$49.1M | |
| 4 |
BlackRock Flexible Income ETF
BINC
|
+$47.7M |
| 5 |
JPMorgan Income ETF
JPIE
|
+$45.5M |
Top Sells
| 1 | +$91.1M | |
| 2 | +$57.8M | |
| 3 | +$21.9M | |
| 4 |
Vail Resorts
MTN
|
+$19M |
| 5 |
Golden Entertainment
GDEN
|
+$16.7M |
Sector Composition
| 1 | Technology | 13.54% |
| 2 | Financials | 7.44% |
| 3 | Industrials | 5.02% |
| 4 | Consumer Discretionary | 4.37% |
| 5 | Communication Services | 3.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
451
Manulife Financial
MFC
$57.7B
| $2.97M | 0.02% |
81,740
+6,545
|
|
||
452
SLB Ltd
SLB
$70.9B
| $2.95M | 0.02% |
76,951
+989
|
|
||
453
Infosys
INFY
$58.3B
| $2.94M | 0.02% |
164,991
+14,083
|
|
||
454
Electronic Arts
EA
$50.2B
| $2.93M | 0.02% |
14,352
+3,120
|
|
||
455
Vanguard ESG International Stock ETF
VSGX
$5.81B
| $2.93M | 0.02% |
40,842
-3,548
|
|
||
456
Howmet Aerospace
HWM
$101B
| $2.91M | 0.02% |
14,190
+5,181
|
|
||
457
Comfort Systems
FIX
$47.4B
| $2.91M | 0.02% |
3,117
+993
|
|
||
458
Moody's
MCO
$83.3B
| $2.91M | 0.02% |
5,693
+1,092
|
|
||
459
Ross Stores
ROST
$69.5B
| $2.89M | 0.02% |
16,058
+6,781
|
|
||
460
Consolidated Edison
ED
$40B
| $2.87M | 0.02% |
28,916
+6,729
|
|
||
461
eBay
EBAY
$41.7B
| $2.87M | 0.02% |
32,957
+8,429
|
|
||
462
Cincinnati Financial
CINF
$25.9B
| $2.87M | 0.02% |
17,574
+3,216
|
|
||
463
Edwards Lifesciences
EW
$48.7B
| $2.85M | 0.02% |
33,380
+3,143
|
|
||
464
Huntington Ingalls Industries
HII
$16.5B
| $2.83M | 0.02% |
8,334
+1,463
|
|
||
465
Northern Trust
NTRS
$26.7B
| $2.83M | 0.02% |
20,718
+4,206
|
|
||
466
Schwab Emerging Markets Equity ETF
SCHE
$11.6B
| $2.83M | 0.02% |
86,401
+1,872
|
|
||
467
Vertiv
VRT
$95.6B
| $2.81M | 0.02% |
17,355
+3,708
|
|
||
468
VanEck Semiconductor ETF
SMH
$43.4B
| $2.8M | 0.02% |
7,785
+5,038
|
|
||
469
CDW
CDW
$16B
| $2.8M | 0.02% |
20,535
-2,363
|
|
||
470
Banco Bilbao Vizcaya Argentaria
BBVA
$123B
| $2.79M | 0.02% |
119,626
+14,058
|
|
||
471
CBRE Group
CBRE
$41.7B
| $2.78M | 0.02% |
17,314
+3,762
|
|
||
472
SAP
SAP
$232B
| $2.75M | 0.02% |
11,328
-2,745
|
|
||
473
Aflac
AFL
$57.6B
| $2.75M | 0.02% |
24,939
+5,296
|
|
||
474
Prudential Financial
PRU
$34.5B
| $2.73M | 0.02% |
24,164
+3,049
|
|
||
475
Realty Income
O
$60.4B
| $2.72M | 0.02% |
48,258
-1,767
|
|