SFA

Sequoia Financial Advisors Portfolio holdings

AUM $16.4B
1-Year Est. Return 19%
This Quarter Est. Return
1 Year Est. Return
+19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$16.4B
AUM Growth
+$1.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,765
New
Increased
Reduced
Closed

Top Buys

1
+$151M
2
+$88.8M
3
+$83.2M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$81.5M
5
VUG icon
Vanguard Growth ETF
VUG
+$48.2M

Top Sells

1
+$99.7M
2
+$59.5M
3
+$53.8M
4
SFGV
Sequoia Global Value ETF
SFGV
+$49.7M
5
HON icon
Honeywell
HON
+$39.8M

Sector Composition

1 Technology 13.21%
2 Financials 7.22%
3 Consumer Discretionary 5.03%
4 Industrials 4.9%
5 Communication Services 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMT icon
551
American Tower
AMT
$82.5B
$1.86M 0.01%
9,692
-171
BDX icon
552
Becton Dickinson
BDX
$55.2B
$1.86M 0.01%
9,954
+1,513
NVO icon
553
Novo Nordisk
NVO
$211B
$1.85M 0.01%
33,417
-4,017
NEM icon
554
Newmont
NEM
$97.8B
$1.85M 0.01%
21,908
+3,302
EGP icon
555
EastGroup Properties
EGP
$9.56B
$1.84M 0.01%
10,845
+714
TEL icon
556
TE Connectivity
TEL
$67.9B
$1.83M 0.01%
8,335
+755
IVLU icon
557
iShares MSCI Intl Value Factor ETF
IVLU
$2.92B
$1.81M 0.01%
51,128
-847
NKE icon
558
Nike
NKE
$97B
$1.81M 0.01%
25,968
+3,572
ATO icon
559
Atmos Energy
ATO
$27.7B
$1.8M 0.01%
10,547
+917
ESGU icon
560
iShares ESG Aware MSCI USA ETF
ESGU
$15.2B
$1.79M 0.01%
12,326
+329
MET icon
561
MetLife
MET
$51.1B
$1.79M 0.01%
21,712
+2,644
HWM icon
562
Howmet Aerospace
HWM
$78.2B
$1.77M 0.01%
9,009
+809
CHT icon
563
Chunghwa Telecom
CHT
$32.1B
$1.77M 0.01%
40,473
-3,604
EOG icon
564
EOG Resources
EOG
$60.5B
$1.77M 0.01%
15,745
+1,414
CI icon
565
Cigna
CI
$72.2B
$1.76M 0.01%
6,110
-1,630
DSI icon
566
iShares MSCI KLD 400 Social ETF
DSI
$5.04B
$1.76M 0.01%
13,974
-64
SPHQ icon
567
Invesco S&P 500 Quality ETF
SPHQ
$15.1B
$1.75M 0.01%
23,934
+15,681
BUD icon
568
AB InBev
BUD
$120B
$1.75M 0.01%
29,411
-2,309
FIX icon
569
Comfort Systems
FIX
$33.5B
$1.75M 0.01%
2,124
+433
RDY icon
570
Dr. Reddy's Laboratories
RDY
$11.8B
$1.75M 0.01%
125,055
-10,495
WIT icon
571
Wipro
WIT
$29B
$1.71M 0.01%
649,668
+66,738
HLAL icon
572
Wahed FTSE USA Shariah ETF
HLAL
$714M
$1.71M 0.01%
28,784
AEM icon
573
Agnico Eagle Mines
AEM
$84.9B
$1.7M 0.01%
10,105
+2,863
RPM icon
574
RPM International
RPM
$13.6B
$1.7M 0.01%
14,430
+4,148
MRVL icon
575
Marvell Technology
MRVL
$86.4B
$1.68M 0.01%
19,930
+1,681
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