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 | |
|---|---|---|---|---|---|---|
776
POSCO
PKX
$16.1B
| $979K | 0.01% |
19,887
+2,231
|
|
||
777
Avery Dennison
AVY
$13.6B
| $977K | 0.01% |
6,025
+1,251
|
|
||
778
Entergy
ETR
$42.1B
| $976K | 0.01% |
10,472
+2,955
|
|
||
779
iShares Global Healthcare ETF
IXJ
$4.46B
| $975K | 0.01% |
11,003
-554
|
|
||
780
Vanguard Russell 3000 ETF
VTHR
$3.75B
| $975K | 0.01% |
3,311
+2
|
|
||
781
Black Hills Corp
BKH
$5.37B
| $972K | 0.01% |
15,782
+4,801
|
|
||
782
Fair Isaac
FICO
$41.8B
| $970K | 0.01% |
648
-1
|
|
||
783
Carvana
CVNA
$55.9B
| $969K | 0.01% |
2,570
-363
|
|
||
784
RELX
RELX
$73.1B
| $969K | 0.01% |
20,296
-187
|
|
||
785
Barclays
BCS
$80.7B
| $967K | 0.01% |
46,776
+7,565
|
|
||
786
TC Energy
TRP
$55.9B
| $965K | 0.01% |
17,732
+3,749
|
|
||
787
Dillards
DDS
$10.7B
| $963K | 0.01% |
1,567
+117
|
|
||
788
Stifel
SF
$12.5B
| $962K | 0.01% |
8,481
+2,645
|
|
||
789
Matador Resources
MTDR
$5.5B
| $961K | 0.01% |
21,387
+6,549
|
|
||
790
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.7B
| $956K | 0.01% |
10,287
+4,876
|
|
||
791
Snap-on
SNA
$17.9B
| $955K | 0.01% |
2,756
+1,096
|
|
||
792
Emcor
EME
$27.4B
| $952K | 0.01% |
1,466
+275
|
|
||
793
PG&E
PCG
$33.5B
| $952K | 0.01% |
63,132
+28,785
|
|
||
794
AerCap
AER
$23.5B
| $952K | 0.01% |
7,865
+333
|
|
||
795
Zebra Technologies
ZBRA
$13.1B
| $950K | 0.01% |
3,198
+310
|
|
||
796
iShares Russell 2000 Value ETF
IWN
$11.9B
| $950K | 0.01% |
5,374
-167
|
|
||
797
Amdocs
DOX
$8.28B
| $949K | 0.01% |
11,572
+2,641
|
|
||
798
Jacobs Solutions
J
$16.5B
| $947K | 0.01% |
6,320
+2,739
|
|
||
799
Magna International
MGA
$13.9B
| $946K | 0.01% |
19,971
+3,474
|
|
||
800
Nicolet Bankshares
NIC
$1.91B
| $939K | 0.01% |
6,982
+2
|
|