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SFA

Sequoia Financial Advisors Portfolio holdings

AUM $20.1B
1-Year Est. Return 24.77%
This Fund
S&P 500
This Quarter Est. Return
+1.73%
1 Year Est. Return
+24.77%
3 Year Est. Return
+78.3%
5 Year Est. Return
+82.64%
10 Year Est. Return
+239.69%
AUM
$10.4B
AUM Growth
+$1.07B
Cap. Flow
+$1.02B
Cap. Flow %
9.84%
Top 10 Hldgs %
30.33%
Holding
1,442
New
144
Increased
825
Reduced
315
Closed
84

Top Buys

Rank Stock Value
1
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$66.2M
2
BND icon
Vanguard Total Bond Market
BND
+$51M
3
NDSN icon
Nordson
NDSN
+$49.7M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$46.8M
5
CRM icon
Salesforce
CRM
+$46.6M

Top Sells

Rank Stock Value
1
TKO icon
TKO Group
TKO
+$58.1M
2
PLNT icon
Planet Fitness
PLNT
+$46.9M
3
AMT icon
American Tower
AMT
+$44.2M
4
SSNC icon
SS&C Technologies
SSNC
+$38M
5
AMZN icon
Amazon
AMZN
+$33.1M

Sector Composition

Rank Sector Weight
1 Technology 14.9%
2 Financials 7.71%
3 Consumer Discretionary 5.45%
4 Industrials 5.23%
5 Healthcare 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FANG icon
526
Diamondback Energy
FANG
$57.1B
$1.21M 0.01%
7,374
+1,108
+18% +$195K
NKE icon
527
Nike
NKE
$61.9B
$1.21M 0.01%
15,942
+1,863
+13% +$146K
ED icon
528
Consolidated Edison
ED
$40.1B
$1.2M 0.01%
13,496
+961
+8% +$94.6K
CHD icon
529
Church & Dwight Co
CHD
$23.4B
$1.18M 0.01%
11,311
+177
+2% +$18.7K
WTRG icon
530
Essential Utilities
WTRG
$11.3B
$1.18M 0.01%
32,565
+5,152
+19% +$200K
SUSC icon
531
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.29B
$1.18M 0.01%
51,976
+27,283
+110% +$632K
CBRE icon
532
CBRE Group
CBRE
$42.5B
$1.18M 0.01%
8,986
+1,325
+17% +$173K
WY icon
533
Weyerhaeuser
WY
$18B
$1.17M 0.01%
41,624
+2,062
+5% +$64.3K
VGIT icon
534
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.6B
$1.17M 0.01%
+20,191
New +$1.19M
CASY icon
535
Casey's General Stores
CASY
$32.2B
$1.17M 0.01%
2,951
+252
+9% +$102K
ADSK icon
536
Autodesk
ADSK
$49.5B
$1.17M 0.01%
3,952
+488
+14% +$144K
CPRT icon
537
Copart
CPRT
$27B
$1.16M 0.01%
20,196
+3,670
+22% +$209K
GLDD
538
DELISTED
Great Lakes Dredge & Dock
GLDD
$1.16M 0.01%
102,442
-47
-0% -$562
CTSH icon
539
Cognizant
CTSH
$24.9B
$1.16M 0.01%
15,037
+6,510
+76% +$509K
GLPI icon
540
Gaming and Leisure Properties
GLPI
$12.7B
$1.15M 0.01%
23,938
+1,259
+6% +$63K
CARR icon
541
Carrier Global
CARR
$51B
$1.15M 0.01%
16,885
+2,188
+15% +$165K
ODFL icon
542
Old Dominion Freight Line
ODFL
$44.1B
$1.15M 0.01%
6,530
+551
+9% +$112K
WELL icon
543
Welltower
WELL
$169B
$1.15M 0.01%
9,131
+1,307
+17% +$172K
IWY icon
544
iShares Russell Top 200 Growth ETF
IWY
$15.9B
$1.15M 0.01%
4,869
-629
-11% -$144K
FCX icon
545
Freeport-McMoran
FCX
$90B
$1.14M 0.01%
30,050
+140
+0.5% +$6.26K
TLH icon
546
iShares 10-20 Year Treasury Bond ETF
TLH
$10.9B
$1.14M 0.01%
11,468
-5,845
-34% -$605K
KEY icon
547
KeyCorp
KEY
$24.2B
$1.13M 0.01%
65,712
+5,231
+9% +$93.9K
VSXY
548
Victoria's Secret
VSXY
$7.05B
$1.12M 0.01%
27,076
+177
+0.7% +$6.25K
GEHC icon
549
GE HealthCare
GEHC
$30.7B
$1.12M 0.01%
14,340
+1,123
+8% +$95.5K
BABA icon
550
Alibaba
BABA
$293B
$1.11M 0.01%
13,143
+748
+6% +$70.7K
20 21
22
23 24

Similar funds

EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
HHII
H&H International Investment Palo Alto, California $20B AUM 9.66% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $19.8B AUM 19.53% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Sequoia Financial Advisors's Q4 2024 Portfolio in Review

As of Q4 2024, Sequoia Financial Advisors held 1,442 positions worth $10.4B, up 12% from $9.32B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Sequoia Financial Advisors deployed $1.02B of net new capital in Q4 2024, opening 144 new positions and adding to 825 existing holdings. Its largest new stake was Vanguard Total International Bond ETF: 935,044 shares worth $45.9M.

By sector, the portfolio is most concentrated in Technology at 15% of assets, down from 15% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was American Tower, an estimated $44.2M trimmed.

  • Sequoia Financial Advisors's largest Q4 2024 buy was Vanguard Total International Bond ETF: 935,044 shares worth $45.9M.
  • Sequoia Financial Advisors added most to Vanguard Morningstar Total Stock Market ETF in Q4 2024, an estimated $66.2M increase.
  • Sequoia Financial Advisors's biggest Q4 2024 reduction was American Tower, cutting an estimated $44.2M.
  • Sequoia Financial Advisors fully exited TKO Group in Q4 2024, selling an estimated $58.1M.
  • Sequoia Financial Advisors's ten largest holdings make up 30% of its $10.4B portfolio in Q4 2024.
  • Sequoia Financial Advisors opened 144 new positions and closed 84 in Q4 2024.
  • Sequoia Financial Advisors's portfolio value rose 12% quarter-over-quarter to $10.4B.

Based on Sequoia Financial Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.