SFA

Sequoia Financial Advisors Portfolio holdings

AUM $16.4B
1-Year Est. Return 18.99%
This Quarter Est. Return
1 Year Est. Return
+18.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$14.6B
AUM Growth
+$1.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,613
New
Increased
Reduced
Closed

Top Buys

1
+$43.8M
2
+$38.5M
3
+$32.3M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$29.4M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$25.9M

Top Sells

1
+$34.7M
2
+$27.5M
3
+$21.4M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$17.7M
5
CZR icon
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
FEZ icon
451
SPDR Euro Stoxx 50 ETF
FEZ
$4.7B
$2.15M 0.01%
35,929
+12,749
SHY icon
452
iShares 1-3 Year Treasury Bond ETF
SHY
$24.1B
$2.14M 0.01%
25,863
-622
NVDL icon
453
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
$5.22B
$2.13M 0.01%
30,315
-7,508
FTNT icon
454
Fortinet
FTNT
$65.9B
$2.12M 0.01%
20,099
+3,706
FSK icon
455
FS KKR Capital
FSK
$4.14B
$2.12M 0.01%
102,320
+3,190
BIL icon
456
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42B
$2.12M 0.01%
23,137
+12,160
PLD icon
457
Prologis
PLD
$115B
$2.1M 0.01%
19,953
+6,140
DFEV icon
458
Dimensional Emerging Markets Value ETF
DFEV
$1.21B
$2.07M 0.01%
69,128
-8,848
EW icon
459
Edwards Lifesciences
EW
$48.6B
$2.07M 0.01%
26,461
+2,966
CDNS icon
460
Cadence Design Systems
CDNS
$89.2B
$2.07M 0.01%
6,706
+2,005
CHT icon
461
Chunghwa Telecom
CHT
$32.8B
$2.05M 0.01%
44,077
+14,155
CPNG icon
462
Coupang
CPNG
$55.2B
$2.05M 0.01%
68,468
+363
IHI icon
463
iShares US Medical Devices ETF
IHI
$4.26B
$2.04M 0.01%
32,630
-2,395
RDY icon
464
Dr. Reddy's Laboratories
RDY
$11.2B
$2.04M 0.01%
135,550
+61,964
IWO icon
465
iShares Russell 2000 Growth ETF
IWO
$13.2B
$2.04M 0.01%
7,122
-21
ACGL icon
466
Arch Capital
ACGL
$32.2B
$2.04M 0.01%
22,350
+468
HLT icon
467
Hilton Worldwide
HLT
$61.5B
$2.03M 0.01%
7,640
+229
NTRS icon
468
Northern Trust
NTRS
$24.2B
$2.03M 0.01%
16,036
+2,457
PEG icon
469
Public Service Enterprise Group
PEG
$39.9B
$2.03M 0.01%
24,072
+3,650
DTE icon
470
DTE Energy
DTE
$27.8B
$2.01M 0.01%
15,181
+171
CUBE icon
471
CubeSmart
CUBE
$8.6B
$2M 0.01%
47,017
+13,731
BKLN icon
472
Invesco Senior Loan ETF
BKLN
$6.75B
$1.99M 0.01%
95,324
-189,839
ED icon
473
Consolidated Edison
ED
$34.7B
$1.99M 0.01%
19,795
+5,743
FDX icon
474
FedEx
FDX
$60.4B
$1.98M 0.01%
8,717
+386
NWBI icon
475
Northwest Bancshares
NWBI
$1.75B
$1.98M 0.01%
155,034
+258
17 18
19
20 21