We are live on ! Find out more
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
IWV icon
601
iShares Russell 3000 ETF
IWV
$19.6B
$921K 0.01%
2,754
+523
+23% +$176K
CRH icon
602
CRH
CRH
$63.2B
$911K 0.01%
9,846
+201
+2% +$19.3K
VOT icon
603
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.2B
$907K 0.01%
3,573
+733
+26% +$189K
BRO icon
604
Brown & Brown
BRO
$23.6B
$907K 0.01%
8,886
+2,000
+29% +$214K
HSY icon
605
Hershey
HSY
$35.2B
$902K 0.01%
5,328
+1,370
+35% +$246K
CP icon
606
Canadian Pacific Kansas City
CP
$78.1B
$902K 0.01%
12,461
+483
+4% +$37.2K
RGTI icon
607
Rigetti Computing
RGTI
$4.97B
$901K 0.01%
+59,022
New +$220K
WFC.PRL icon
608
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.71B
$901K 0.01%
754
-225
-23% -$277K
DFSV
609
Dimensional US Small Cap Value ETF
DFSV
$8.19B
$898K 0.01%
29,171
-5,959
-17% -$189K
WAB icon
610
Wabtec
WAB
$49.1B
$896K 0.01%
4,727
+540
+13% +$105K
LULU icon
611
lululemon athletica
LULU
$13.5B
$895K 0.01%
2,340
+14
+0.6% +$4.57K
PCAR icon
612
PACCAR
PCAR
$69.8B
$894K 0.01%
8,592
-101
-1% -$11.1K
QGEN icon
613
Qiagen
QGEN
$8.54B
$892K 0.01%
19,484
+1,383
+8% +$61.9K
CTVA icon
614
Corteva
CTVA
$52.6B
$891K 0.01%
15,635
-7,047
-31% -$417K
MTB icon
615
M&T Bank
MTB
$35.7B
$889K 0.01%
4,728
-169
-3% -$33.6K
IAU icon
616
iShares Gold Trust
IAU
$62.9B
$886K 0.01%
17,891
+6,707
+60% +$337K
WH icon
617
Wyndham Hotels & Resorts
WH
$5.56B
$882K 0.01%
8,752
+44
+0.5% +$4.08K
VRT icon
618
Vertiv
VRT
$93B
$882K 0.01%
7,762
+1,599
+26% +$190K
CCI icon
619
Crown Castle
CCI
$33.3B
$880K 0.01%
9,701
+1,272
+15% +$133K
EFG icon
620
iShares MSCI EAFE Growth ETF
EFG
$16.6B
$876K 0.01%
9,051
-225
-2% -$22.9K
TCOM icon
621
Trip.com Group
TCOM
$29.6B
$875K 0.01%
12,745
+244
+2% +$16.1K
IRM icon
622
Iron Mountain
IRM
$36.4B
$872K 0.01%
8,293
+647
+8% +$76K
DECK icon
623
Deckers Outdoor
DECK
$13.2B
$868K 0.01%
4,276
+1,291
+43% +$233K
AKAM icon
624
Akamai
AKAM
$16.7B
$863K 0.01%
9,027
-21,265
-70% -$2.09M
TRGP icon
625
Targa Resources
TRGP
$58B
$855K 0.01%
4,790
+200
+4% +$35.9K
23 24
25
26 27

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.