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 | |
|---|---|---|---|---|---|---|
151
Hubbell
HUBB
$25B
| $14.9M | 0.1% |
36,426
+1,119
|
|
||
152
AbbVie
ABBV
$384B
| $14.8M | 0.1% |
79,709
+3,136
|
|
||
153
iShares Core US Aggregate Bond ETF
AGG
$131B
| $14.7M | 0.1% |
147,791
-11,989
|
|
||
154
Union Pacific
UNP
$129B
| $14.7M | 0.1% |
63,710
+1,219
|
|
||
155
Dimensional US Real Estate ETF
DFAR
$1.38B
| $14.6M | 0.1% |
623,570
+112,790
|
|
||
156
Fiserv
FI
$34.6B
| $14.5M | 0.1% |
84,241
+2,110
|
|
||
157
iShares Short-Term National Muni Bond ETF
SUB
$10.1B
| $14.4M | 0.1% |
135,485
-5,331
|
|
||
158
T. Rowe Price Dividend Growth ETF
TDVG
$1.1B
| $14.1M | 0.1% |
332,120
-18,110
|
|
||
159
iShares MSCI EAFE Value ETF
EFV
$27.6B
| $13.9M | 0.1% |
219,725
-99,051
|
|
||
160
PepsiCo
PEP
$195B
| $13.9M | 0.1% |
105,590
-119,744
|
|
||
161
Intuit
INTU
$183B
| $13.6M | 0.09% |
17,279
+1,433
|
|
||
162
Walt Disney
DIS
$200B
| $13.5M | 0.09% |
108,867
+4,701
|
|
||
163
GE Vernova
GEV
$153B
| $13.1M | 0.09% |
24,846
+1,498
|
|
||
164
Mastercard
MA
$498B
| $12.9M | 0.09% |
23,013
+1,921
|
|
||
165
TSMC
TSM
$1.54T
| $12.8M | 0.09% |
56,603
+8,263
|
|
||
166
3M
MMM
$87.4B
| $12.4M | 0.08% |
81,397
-1,661
|
|
||
167
Schwab US Broad Market ETF
SCHB
$38B
| $12.3M | 0.08% |
515,890
-21,625
|
|
||
168
SPDR MSCI ACWI ex-US ETF
CWI
$2.17B
| $12.3M | 0.08% |
376,350
-150,518
|
|
||
169
Cisco
CSCO
$285B
| $12M | 0.08% |
173,333
+23,178
|
|
||
170
General Dynamics
GD
$92.9B
| $12M | 0.08% |
41,063
+9,691
|
|
||
171
Verizon
VZ
$167B
| $11.9M | 0.08% |
275,659
+15,862
|
|
||
172
iShares Core MSCI EAFE ETF
IEFA
$156B
| $11.9M | 0.08% |
142,157
+7,956
|
|
||
173
AT&T
T
$174B
| $11.7M | 0.08% |
403,893
+26,147
|
|
||
174
Industrial Select Sector SPDR Fund
XLI
$23.7B
| $11.5M | 0.08% |
77,673
-2,980
|
|
||
175
iShares Russell 2000 ETF
IWM
$70.4B
| $11.4M | 0.08% |
52,951
-2,991
|
|