SFA
Sequoia Financial Advisors Portfolio holdings
AUM
$16.4B
1-Year Est. Return
19%
1 Year Est. Return
+19%
AUM
$14.6B
AUM Growth
+$1.64B
(+13%)
Holding
1,613
Top Buys
| 1 | +$43.8M | |
| 2 | +$38.5M | |
| 3 | +$32.3M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$29.4M |
| 5 |
iShares MSCI ACWI ETF
ACWI
|
+$25.9M |
Top Sells
| 1 | +$34.7M | |
| 2 | +$27.5M | |
| 3 | +$21.4M | |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$17.7M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
576
Sumitomo Mitsui Financial
SMFG
$123B
| $1.37M | 0.01% |
90,895
+2,402
|
|
||
577
TotalEnergies
TTE
$141B
| $1.37M | 0.01% |
22,364
+5,574
|
|
||
578
Bruker
BRKR
$7.06B
| $1.36M | 0.01% |
33,013
+4,404
|
|
||
579
GE HealthCare
GEHC
$37.8B
| $1.36M | 0.01% |
18,297
+3,166
|
|
||
580
United Microelectronic
UMC
$20.4B
| $1.35M | 0.01% |
176,603
+40,153
|
|
||
581
Invesco FTSE RAFI US 1000 ETF
PRF
$8.57B
| $1.35M | 0.01% |
31,907
+1,378
|
|
||
582
iShares Russell Top 200 Growth ETF
IWY
$16.7B
| $1.34M | 0.01% |
5,454
+624
|
|
||
583
Sanofi
SNY
$117B
| $1.34M | 0.01% |
27,677
+3,405
|
|
||
584
Vertiv
VRT
$61.1B
| $1.33M | 0.01% |
10,394
+2,643
|
|
||
585
Robinhood
HOOD
$109B
| $1.33M | 0.01% |
14,226
+3,800
|
|
||
586
Toronto Dominion Bank
TD
$157B
| $1.33M | 0.01% |
18,132
+1,568
|
|
||
587
Evergy
EVRG
$16.7B
| $1.33M | 0.01% |
19,304
+16,285
|
|
||
588
DT Midstream
DTM
$12B
| $1.33M | 0.01% |
12,098
+5,005
|
|
||
589
KB Financial Group
KB
$30.9B
| $1.32M | 0.01% |
15,984
+1,806
|
|
||
590
Solventum
SOLV
$14.2B
| $1.32M | 0.01% |
17,400
+56
|
|
||
591
Cummins
CMI
$69.9B
| $1.32M | 0.01% |
4,028
+49
|
|
||
592
ASE Group
ASX
$33.1B
| $1.32M | 0.01% |
127,674
+26,091
|
|
||
593
CRH
CRH
$83.3B
| $1.32M | 0.01% |
14,346
+4,813
|
|
||
594
Agree Realty
ADC
$8.29B
| $1.31M | 0.01% |
17,981
+13,252
|
|
||
595
D.R. Horton
DHI
$42.8B
| $1.3M | 0.01% |
10,105
-1,690
|
|
||
596
Thomson Reuters
TRI
$58.6B
| $1.29M | 0.01% |
6,436
+3,050
|
|
||
597
SK Telecom
SKM
$7.6B
| $1.29M | 0.01% |
55,418
+35,693
|
|
||
598
Sun Life Financial
SLF
$34.3B
| $1.28M | 0.01% |
19,318
+8,065
|
|
||
599
ING
ING
$80.8B
| $1.28M | 0.01% |
58,537
+2,673
|
|
||
600
TE Connectivity
TEL
$67.7B
| $1.28M | 0.01% |
7,580
+720
|
|