SFA

Sequoia Financial Advisors Portfolio holdings

AUM $17.9B
1-Year Est. Return 20.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.32%
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
+$148M
2
+$88.6M
3
+$82.4M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$81M
5
VUG icon
Vanguard Growth ETF
VUG
+$46.1M

Top Sells

1
+$98.9M
2
+$58.9M
3
+$52.1M
4
SFGV
Sequoia Global Value ETF
SFGV
+$48.3M
5
HON icon
Honeywell
HON
+$41.9M

Sector Composition

1 Technology 13.2%
2 Financials 7.23%
3 Consumer Discretionary 5.03%
4 Industrials 4.91%
5 Communication Services 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMT icon
551
American Tower
AMT
$79.4B
$1.86M 0.01%
9,692
-171
BDX icon
552
Becton Dickinson
BDX
$44.3B
$1.86M 0.01%
9,954
+1,513
NVO icon
553
Novo Nordisk
NVO
$164B
$1.85M 0.01%
33,417
-4,017
NEM icon
554
Newmont
NEM
$108B
$1.85M 0.01%
21,908
+3,302
EGP icon
555
EastGroup Properties
EGP
$9.75B
$1.84M 0.01%
10,845
+714
TEL icon
556
TE Connectivity
TEL
$60.6B
$1.83M 0.01%
8,335
+755
IVLU icon
557
iShares MSCI Intl Value Factor ETF
IVLU
$3.71B
$1.81M 0.01%
51,128
-847
NKE icon
558
Nike
NKE
$79.2B
$1.81M 0.01%
25,968
+3,572
ATO icon
559
Atmos Energy
ATO
$30B
$1.8M 0.01%
10,547
+917
ESGU icon
560
iShares ESG Aware MSCI USA ETF
ESGU
$14.9B
$1.79M 0.01%
12,326
+329
MET icon
561
MetLife
MET
$45.6B
$1.79M 0.01%
21,712
+2,644
HWM icon
562
Howmet Aerospace
HWM
$96B
$1.77M 0.01%
9,009
+809
CHT icon
563
Chunghwa Telecom
CHT
$32.9B
$1.77M 0.01%
40,473
-3,604
EOG icon
564
EOG Resources
EOG
$76.5B
$1.77M 0.01%
15,745
+1,414
CI icon
565
Cigna
CI
$70.1B
$1.76M 0.01%
6,110
-1,630
DSI icon
566
iShares MSCI KLD 400 Social ETF
DSI
$4.64B
$1.76M 0.01%
13,974
-64
SPHQ icon
567
Invesco S&P 500 Quality ETF
SPHQ
$15.8B
$1.75M 0.01%
23,934
+15,681
BUD icon
568
AB InBev
BUD
$132B
$1.75M 0.01%
29,411
-2,309
FIX icon
569
Comfort Systems
FIX
$51.4B
$1.75M 0.01%
2,124
+433
RDY icon
570
Dr. Reddy's Laboratories
RDY
$11.2B
$1.75M 0.01%
125,055
-10,495
WIT icon
571
Wipro
WIT
$22B
$1.71M 0.01%
649,668
+66,738
HLAL icon
572
Wahed FTSE USA Shariah ETF
HLAL
$728M
$1.71M 0.01%
28,784
AEM icon
573
Agnico Eagle Mines
AEM
$92B
$1.7M 0.01%
10,105
+2,863
RPM icon
574
RPM International
RPM
$12.3B
$1.7M 0.01%
14,430
+4,148
MRVL icon
575
Marvell Technology
MRVL
$80.8B
$1.68M 0.01%
19,930
+1,681
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