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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
HPE icon
776
Hewlett Packard
HPE
$63.4B
$533K 0.01%
24,988
+4,916
+24% +$104K
DOV icon
777
Dover
DOV
$27.6B
$533K 0.01%
2,843
+208
+8% +$40.7K
MTUS icon
778
Metallus
MTUS
$838M
$532K 0.01%
37,670
-524
-1% -$7.91K
HES
779
DELISTED
Hess
HES
$530K 0.01%
3,982
+476
+14% +$66.5K
ARES icon
780
Ares Management
ARES
$28.9B
$529K 0.01%
2,985
+425
+17% +$72.5K
SNOW icon
781
Snowflake
SNOW
$102B
$528K 0.01%
3,417
-2,310
-40% -$325K
FMX icon
782
Fomento Económico Mexicano
FMX
$43.6B
$527K 0.01%
6,168
-87
-1% -$8.08K
DLX icon
783
Deluxe
DLX
$1.18B
$527K 0.01%
+23,310
New +$501K
TSN icon
784
Tyson Foods
TSN
$20.4B
$526K 0.01%
9,150
+2,389
+35% +$144K
PBA icon
785
Pembina Pipeline
PBA
$28.4B
$525K 0.01%
14,206
+1,439
+11% +$58.7K
ADM icon
786
Archer Daniels Midland
ADM
$38.2B
$524K 0.01%
10,366
+2,183
+27% +$118K
JAJL
787
Innovator Equity Defined Protection ETF - 6mo Jan/Jul
JAJL
$262M
$522K 0.01%
19,152
– –
ETHE
788
Grayscale Ethereum Staking ETF Shares
ETHE
$1.51B
$522K 0.01%
18,626
+2,484
+15% +$64.2K
CMF icon
789
iShares California Muni Bond ETF
CMF
$4.55B
$520K 0.01%
+9,073
New +$522K
MTDR icon
790
Matador Resources
MTDR
$6.2B
$519K 0.01%
+9,231
New +$508K
HWM icon
791
Howmet Aerospace
HWM
$113B
$518K 0.01%
4,736
+786
+20% +$86.1K
CPAY icon
792
Corpay
CPAY
$25B
$516K 0.01%
1,524
+134
+10% +$47.1K
PRVA icon
793
Privia Health
PRVA
$2.98B
$515K 0.01%
26,341
+95
+0.4% +$1.88K
FBTC icon
794
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.7B
$514K ﹤0.01%
+6,303
New +$457K
TEAM icon
795
Atlassian
TEAM
$25.6B
$511K ﹤0.01%
2,099
+174
+9% +$39.8K
GDDY icon
796
GoDaddy
GDDY
$11B
$510K ﹤0.01%
2,586
+719
+39% +$131K
TYL icon
797
Tyler Technologies
TYL
$12.7B
$510K ﹤0.01%
884
+3
+0.3% +$1.81K
IR icon
798
Ingersoll Rand
IR
$32.6B
$508K ﹤0.01%
5,619
+507
+10% +$50.5K
MFG icon
799
Mizuho Financial
MFG
$127B
$507K ﹤0.01%
103,713
+7,405
+8% +$34.2K
SMH icon
800
VanEck Semiconductor ETF
SMH
$65.2B
$507K ﹤0.01%
2,094
-933
-31% -$231K
30 31
32
33 34

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.