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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
VLTO icon
726
Veralto
VLTO
$23B
$640K 0.01%
6,284
+658
+12% +$70.1K
ING icon
727
ING
ING
$99.8B
$634K 0.01%
40,462
-1,828
-4% -$29.7K
LDUR icon
728
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$1.37B
$629K 0.01%
6,622
-1,240
-16% -$118K
VRSK icon
729
Verisk Analytics
VRSK
$25.4B
$628K 0.01%
2,280
+408
+22% +$114K
KVUE icon
730
Kenvue
KVUE
$36.9B
$626K 0.01%
29,309
+4,619
+19% +$105K
TROW icon
731
T. Rowe Price
TROW
$23.9B
$624K 0.01%
5,518
+1,929
+54% +$223K
TTWO icon
732
Take-Two Interactive
TTWO
$45.4B
$621K 0.01%
3,376
-408
-11% -$70.8K
VPU
733
Vanguard Utilities ETF
VPU
$8.46B
$615K 0.01%
+3,763
New +$644K
BURL icon
734
Burlington
BURL
$23.2B
$615K 0.01%
2,157
-505
-19% -$136K
RSPT icon
735
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.49B
$614K 0.01%
16,408
– –
RIO icon
736
Rio Tinto
RIO
$158B
$613K 0.01%
10,426
+816
+8% +$52.1K
AVB icon
737
AvalonBay Communities
AVB
$26.5B
$611K 0.01%
2,778
+457
+20% +$103K
ERIC icon
738
Ericsson
ERIC
$32.2B
$611K 0.01%
75,812
+2,763
+4% +$22.5K
HOLX
739
DELISTED
Hologic
HOLX
$610K 0.01%
8,468
+1,080
+15% +$84.4K
BBVA icon
740
Banco Bilbao Vizcaya Argentaria
BBVA
$154B
$607K 0.01%
62,434
-25,442
-29% -$252K
BANR icon
741
Banner Corp
BANR
$2.39B
$604K 0.01%
9,046
+6
+0.1% +$410
LECO icon
742
Lincoln Electric
LECO
$14.2B
$603K 0.01%
3,216
-41
-1% -$8.26K
FIX icon
743
Comfort Systems
FIX
$60.9B
$599K 0.01%
1,413
-91
-6% -$40K
EW icon
744
Edwards Lifesciences
EW
$49.6B
$598K 0.01%
8,078
+1,176
+17% +$82.3K
SAN icon
745
Banco Santander
SAN
$201B
$595K 0.01%
130,512
+5,815
+5% +$28K
SCHZ icon
746
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$588K 0.01%
25,923
-8,637
-25% -$200K
HUBS icon
747
HubSpot
HUBS
$12.2B
$585K 0.01%
840
+150
+22% +$96.4K
SCHC icon
748
Schwab International Small-Cap Equity ETF
SCHC
$5.39B
$580K 0.01%
16,882
+814
+5% +$29.7K
VMC icon
749
Vulcan Materials
VMC
$34.8B
$579K 0.01%
2,250
+263
+13% +$70.7K
ANSS
750
DELISTED
Ansys
ANSS
$579K 0.01%
1,716
+212
+14% +$71.1K
28 29
30
31 32

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.