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 | |
|---|---|---|---|---|---|---|
1601
Patterson-UTI
PTEN
$2.34B
| – | – |
-36,561
|
|
||
1602
ProPetro Holding
PUMP
$1.13B
| – | – |
-10,354
|
|
||
1603
Cassava Sciences
SAVA
$145M
| – | – |
-10,547
|
|
||
1604
Sweetgreen
SG
$771M
| – | – |
-13,280
|
|
||
1605
ProShares Ultra S&P500
SSO
$7.92B
| – | – |
-8,174
|
|
||
|
TBIL
1606
US Treasury 3 Month Bill ETF
TBIL
$5.95B
| – | – |
-5,878
|
|
||
1607
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
$2.63B
| – | – |
-10,100
|
|
||
1608
Trinity Industries
TRN
$2.1B
| – | – |
-8,829
|
|
||
1609
UDR
UDR
$11.4B
| – | – |
-7,753
|
|
||
1610
UWM Holdings
UWMC
$1.25B
| – | – |
-11,840
|
|
||
1611
VF Corp
VFC
$5.79B
| – | – |
-11,506
|
|
||
1612
Vista Gold
VGZ
$193M
| – | – |
-31,000
|
|
||
1613
Vitesse Energy
VTS
$808M
| – | – |
-10,743
|
|