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
NU icon
476
Nu Holdings
NU
$63.8B
$2.83M 0.02%
196,677
+17,140
RING icon
477
iShares MSCI Global Gold Miners ETF
RING
$2.79B
$2.81M 0.02%
35,574
-897
CI icon
478
Cigna
CI
$73.4B
$2.81M 0.02%
10,529
-14,063
BSSX icon
479
Invesco BulletShares 2033 Municipal Bond ETF
BSSX
$128M
$2.8M 0.02%
110,328
-9,488
BABA icon
480
Alibaba
BABA
$298B
$2.8M 0.02%
22,343
-1,172
SCHE icon
481
Schwab Emerging Markets Equity ETF
SCHE
$12.7B
$2.8M 0.02%
84,970
-1,431
XLP icon
482
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.8B
$2.79M 0.02%
34,078
-511
GGG icon
483
Graco
GGG
$12.5B
$2.77M 0.02%
32,778
+1,772
ESGV icon
484
Vanguard ESG US Stock ETF
ESGV
$13.3B
$2.77M 0.02%
24,662
+74
EVRG icon
485
Evergy
EVRG
$18.9B
$2.75M 0.02%
33,628
+339
ECL icon
486
Ecolab
ECL
$72B
$2.75M 0.02%
10,345
+2,342
EXC icon
487
Exelon
EXC
$46.7B
$2.73M 0.02%
55,656
+12,940
MFC icon
488
Manulife Financial
MFC
$63.7B
$2.73M 0.02%
79,197
-2,543
IWN icon
489
iShares Russell 2000 Value ETF
IWN
$13.9B
$2.72M 0.02%
14,332
+461
SGI
490
Somnigroup International
SGI
$14.9B
$2.72M 0.02%
36,757
+31,343
FTNT icon
491
Fortinet
FTNT
$101B
$2.71M 0.02%
33,212
+9,376
JHG icon
492
Janus Henderson
JHG
$7.97B
$2.71M 0.02%
52,798
+12,515
BBVA icon
493
Banco Bilbao Vizcaya Argentaria
BBVA
$130B
$2.71M 0.02%
125,172
+5,546
APA icon
494
APA Corp
APA
$12.9B
$2.7M 0.02%
63,683
+9,554
FBND icon
495
Fidelity Total Bond ETF
FBND
$26.1B
$2.7M 0.02%
59,235
-12,804
IWP icon
496
iShares Russell Mid-Cap Growth ETF
IWP
$20.5B
$2.7M 0.02%
21,080
+1,369
GWW icon
497
W.W. Grainger
GWW
$58.3B
$2.7M 0.02%
2,473
+201
MRVL icon
498
Marvell Technology
MRVL
$179B
$2.69M 0.02%
27,113
+2,502
TER icon
499
Teradyne
TER
$58.6B
$2.67M 0.02%
9,001
+1,651
IBIT icon
500
iShares Bitcoin Trust
IBIT
$58.4B
$2.66M 0.01%
69,295
+104
18 19
20
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