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
HHH icon
476
Howard Hughes
HHH
$4.65B
$1.98M 0.01%
29,335
-758
VOOG icon
477
Vanguard S&P 500 Growth ETF
VOOG
$20.8B
$1.97M 0.01%
4,978
+922
GLW icon
478
Corning
GLW
$75B
$1.97M 0.01%
37,430
+8,743
RYN icon
479
Rayonier
RYN
$3.45B
$1.96M 0.01%
88,519
+6,217
ADSK icon
480
Autodesk
ADSK
$63.8B
$1.95M 0.01%
6,292
+2,076
EFAV icon
481
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.37B
$1.94M 0.01%
23,128
-11,611
IBDS icon
482
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.37B
$1.94M 0.01%
+80,005
IBDR icon
483
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.36B
$1.94M 0.01%
+79,824
IBDQ icon
484
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.8B
$1.93M 0.01%
+76,737
AZO icon
485
AutoZone
AZO
$60.7B
$1.92M 0.01%
516
+15
NI icon
486
NiSource
NI
$20.3B
$1.91M 0.01%
47,399
+19,211
WSBC icon
487
WesBanco
WSBC
$2.93B
$1.9M 0.01%
59,963
+3,240
NOC icon
488
Northrop Grumman
NOC
$81.4B
$1.88M 0.01%
3,750
+774
FAST icon
489
Fastenal
FAST
$47.9B
$1.87M 0.01%
44,441
+12,395
APD icon
490
Air Products & Chemicals
APD
$56.2B
$1.87M 0.01%
6,617
+524
CTVA icon
491
Corteva
CTVA
$42.9B
$1.86M 0.01%
24,966
+9,026
SU icon
492
Suncor Energy
SU
$49.9B
$1.86M 0.01%
49,668
+14,960
DASH icon
493
DoorDash
DASH
$88.7B
$1.86M 0.01%
7,526
+2,357
JMUB icon
494
JPMorgan Municipal ETF
JMUB
$3.77B
$1.84M 0.01%
37,159
+4,865
EMB icon
495
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$1.83M 0.01%
19,766
-37,019
ROK icon
496
Rockwell Automation
ROK
$40.8B
$1.81M 0.01%
5,435
+710
ITW icon
497
Illinois Tool Works
ITW
$70.6B
$1.77M 0.01%
7,148
-604
WIT icon
498
Wipro
WIT
$27.4B
$1.76M 0.01%
582,930
+208,891
HIG icon
499
Hartford Financial Services
HIG
$35.7B
$1.76M 0.01%
13,848
+251
TFC icon
500
Truist Financial
TFC
$56.5B
$1.76M 0.01%
40,827
+2,494
18 19
20
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