SFA
Sequoia Financial Advisors Portfolio holdings
AUM
$16.4B
1-Year Est. Return
19%
1 Year Est. Return
+19%
AUM
$16.4B
AUM Growth
+$1.81B
(+12%)
Holding
1,765
Top Buys
| 1 | +$151M | |
| 2 | +$88.8M | |
| 3 | +$83.2M | |
| 4 |
BlackRock Flexible Income ETF
BINC
|
+$81.5M |
| 5 |
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 |
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 | |
|---|---|---|---|---|---|---|
51
Wynn Resorts
WYNN
$13.8B
| $67.6M | 0.41% |
526,999
+1,499
|
|
||
52
Invesco QQQ Trust
QQQ
$406B
| $64.5M | 0.39% |
107,365
+2,579
|
|
||
53
Salesforce
CRM
$223B
| $61.8M | 0.38% |
260,857
+3,760
|
|
||
54
Oracle
ORCL
$576B
| $61.5M | 0.37% |
218,522
-73
|
|
||
55
iShares Core S&P 500 ETF
IVV
$731B
| $59.7M | 0.36% |
89,226
+881
|
|
||
56
Planet Fitness
PLNT
$9.09B
| $58.5M | 0.36% |
563,590
+647
|
|
||
57
Vanguard Dividend Appreciation ETF
VIG
$100B
| $57.6M | 0.35% |
266,822
+17,581
|
|
||
58
Eaton
ETN
$131B
| $57.5M | 0.35% |
153,756
+45,500
|
|
||
59
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.4B
| $56.9M | 0.35% |
1,563,190
+56,028
|
|
||
60
Avantis International Small Cap Value ETF
AVDV
$14.5B
| $56.6M | 0.34% |
635,846
+36,739
|
|
||
61
Vanguard FTSE Developed Markets ETF
VEA
$185B
| $55.8M | 0.34% |
930,638
+16,871
|
|
||
62
IBM
IBM
$285B
| $55.1M | 0.33% |
195,251
+5,413
|
|
||
63
Brookfield
BN
$104B
| $54.9M | 0.33% |
1,200,408
-6,771
|
|
||
64
Quanta Services
PWR
$67.9B
| $52.4M | 0.32% |
126,470
+31,521
|
|
||
65
Procter & Gamble
PG
$337B
| $51.5M | 0.31% |
335,417
+3,940
|
|
||
66
Xylem
XYL
$33.9B
| $48.7M | 0.3% |
330,276
+13,791
|
|
||
67
Bank of America
BAC
$388B
| $48.3M | 0.29% |
936,179
+122,955
|
|
||
68
Blackrock
BLK
$161B
| $47.8M | 0.29% |
40,983
+7,326
|
|
||
69
Palo Alto Networks
PANW
$133B
| $47.7M | 0.29% |
234,335
+40,241
|
|
||
70
VICI Properties
VICI
$30.1B
| $47.4M | 0.29% |
1,454,150
+19,205
|
|
||
71
Abbott
ABT
$220B
| $47.4M | 0.29% |
353,767
+3,336
|
|
||
72
Sherwin-Williams
SHW
$83.6B
| $46.4M | 0.28% |
134,001
+26,642
|
|
||
73
Tesla
TSLA
$1.41T
| $46.2M | 0.28% |
103,994
+3,424
|
|
||
74
Amgen
AMGN
$183B
| $45.3M | 0.28% |
160,646
+3,619
|
|
||
75
Waste Management
WM
$86.1B
| $43M | 0.26% |
194,789
+7,522
|
|