SFA
Sequoia Financial Advisors Portfolio holdings
AUM
$16.4B
1-Year Est. Return
18.99%
1 Year Est. Return
+18.99%
AUM
$14.6B
AUM Growth
+$1.64B
(+13%)
Holding
1,613
Top Buys
| 1 | +$43.8M | |
| 2 | +$38.5M | |
| 3 | +$32.3M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$29.4M |
| 5 |
iShares MSCI ACWI ETF
ACWI
|
+$25.9M |
Top Sells
| 1 | +$34.7M | |
| 2 | +$27.5M | |
| 3 | +$21.4M | |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$17.7M |
| 5 |
Caesars Entertainment
CZR
|
+$17.3M |
Sector Composition
| 1 | Technology | 12.81% |
| 2 | Financials | 7.5% |
| 3 | Consumer Discretionary | 5.17% |
| 4 | Industrials | 4.89% |
| 5 | Communication Services | 3.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
876
SouthState Bank Corp
SSB
$8.8B
| $647K | ﹤0.01% |
7,034
-1,272
|
|
||
877
iShares 3-7 Year Treasury Bond ETF
IEI
$17B
| $645K | ﹤0.01% |
5,417
+2,007
|
|
||
878
Prestige Consumer Healthcare
PBH
$3.02B
| $640K | ﹤0.01% |
8,012
+93
|
|
||
879
Honda
HMC
$39.5B
| $638K | ﹤0.01% |
22,136
+1,185
|
|
||
880
Dollar General
DG
$21.1B
| $638K | ﹤0.01% |
5,578
-1,181
|
|
||
881
Emcor
EME
$29.3B
| $637K | ﹤0.01% |
1,191
+400
|
|
||
882
Magna International
MGA
$14B
| $637K | ﹤0.01% |
+16,497
|
|
||
883
Warner Bros
WBD
$55.5B
| $634K | ﹤0.01% |
55,346
-7,620
|
|
||
884
Insulet
PODD
$22.8B
| $634K | ﹤0.01% |
2,017
+45
|
|
||
885
Rollins
ROL
$28.4B
| $633K | ﹤0.01% |
+11,216
|
|
||
886
Fortis
FTS
$25.8B
| $632K | ﹤0.01% |
+13,246
|
|
||
|
HES
887
DELISTED
Hess
HES
| $632K | ﹤0.01% |
4,560
+449
|
|
||
888
HP
HPQ
$24.5B
| $630K | ﹤0.01% |
25,768
-523
|
|
||
889
LPL Financial
LPLA
$29.8B
| $627K | ﹤0.01% |
1,672
+341
|
|
||
890
Entergy
ETR
$42.7B
| $625K | ﹤0.01% |
7,517
+638
|
|
||
891
Cousins Properties
CUZ
$4.32B
| $620K | ﹤0.01% |
+20,659
|
|
||
892
Teledyne Technologies
TDY
$23.8B
| $616K | ﹤0.01% |
1,203
+256
|
|
||
893
Expedia Group
EXPE
$27.2B
| $616K | ﹤0.01% |
3,653
+1,145
|
|
||
894
Black Hills Corp
BKH
$4.94B
| $616K | ﹤0.01% |
+10,981
|
|
||
895
Ares Management
ARES
$33.2B
| $614K | ﹤0.01% |
3,547
+435
|
|
||
896
Omnicom Group
OMC
$14.1B
| $614K | ﹤0.01% |
8,533
+2,435
|
|
||
897
Burlington
BURL
$17B
| $611K | ﹤0.01% |
2,626
-19
|
|
||
898
Edison International
EIX
$21.8B
| $610K | ﹤0.01% |
11,829
+2,582
|
|
||
|
XYZ
899
Block Inc
XYZ
$43.2B
| $609K | ﹤0.01% |
8,969
+1,582
|
|
||
900
CyberArk
CYBR
$25.4B
| $607K | ﹤0.01% |
1,491
+720
|
|