SFA

Sequoia Financial Advisors Portfolio holdings

AUM $16.4B
1-Year Est. Return 19%
This Quarter Est. Return
1 Year Est. Return
+19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$16.4B
AUM Growth
+$1.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,765
New
Increased
Reduced
Closed

Top Buys

1
+$151M
2
+$88.8M
3
+$83.2M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$81.5M
5
VUG icon
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
HON icon
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
OKE icon
151
Oneok
OKE
$46B
$15.6M 0.1%
214,346
-54
XLF icon
152
State Street Financial Select Sector SPDR ETF
XLF
$51.8B
$15.6M 0.1%
290,164
-1,709
VWO icon
153
Vanguard FTSE Emerging Markets ETF
VWO
$104B
$15.6M 0.09%
287,870
+70,896
DFAR icon
154
Dimensional US Real Estate ETF
DFAR
$1.41B
$15.6M 0.09%
652,873
+29,303
KO icon
155
Coca-Cola
KO
$304B
$15.2M 0.09%
228,647
+17,716
UNP icon
156
Union Pacific
UNP
$138B
$14.9M 0.09%
63,088
-622
EFV icon
157
iShares MSCI EAFE Value ETF
EFV
$27.2B
$14.9M 0.09%
219,266
-459
VCIT icon
158
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$57.4B
$14.8M 0.09%
176,485
-707,883
MA icon
159
Mastercard
MA
$490B
$14.6M 0.09%
25,675
+2,662
DKNG icon
160
DraftKings
DKNG
$16.7B
$14.3M 0.09%
382,371
+8,701
XLK icon
161
State Street Technology Select Sector SPDR ETF
XLK
$94.6B
$14.2M 0.09%
50,414
+11,578
CMCSA icon
162
Comcast
CMCSA
$98.5B
$13.7M 0.08%
437,599
-5,808
SUB icon
163
iShares Short-Term National Muni Bond ETF
SUB
$10.1B
$13.7M 0.08%
128,691
-6,794
AXL icon
164
American Axle
AXL
$776M
$13.5M 0.08%
2,247,634
+165
HUBB icon
165
Hubbell
HUBB
$22.7B
$13.4M 0.08%
31,076
-5,350
CWI icon
166
SPDR MSCI ACWI ex-US ETF
CWI
$2.2B
$13M 0.08%
373,502
-2,848
SCHB icon
167
Schwab US Broad Market ETF
SCHB
$38.2B
$12.8M 0.08%
497,585
-18,305
INTU icon
168
Intuit
INTU
$177B
$12.6M 0.08%
18,441
+1,162
BDVL
169
iShares Disciplined Volatility Equity Active ETF
BDVL
$1.39B
$12.6M 0.08%
+502,719
T icon
170
AT&T
T
$181B
$12.5M 0.08%
444,070
+40,177
FISV
171
Fiserv Inc
FISV
$34B
$12.5M 0.08%
96,986
+12,745
DIS icon
172
Walt Disney
DIS
$187B
$12.4M 0.08%
108,486
-381
VZ icon
173
Verizon
VZ
$171B
$12.2M 0.07%
278,359
+2,700
CSCO icon
174
Cisco
CSCO
$304B
$12.1M 0.07%
177,018
+3,685
XLI icon
175
State Street Industrial Select Sector SPDR ETF
XLI
$24.1B
$12.1M 0.07%
78,483
+810
5 6
7
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