SFA
Sequoia Financial Advisors Portfolio holdings
AUM
$17.9B
1-Year Est. Return
20.32%
This Fund
S&P 500
1 Year Est. Return
+20.32%
AUM
$16.4B
AUM Growth
+$1.81B
(+12%)
Holding
1,765
Top Buys
| 1 | +$148M | |
| 2 | +$88.6M | |
| 3 | +$82.4M | |
| 4 |
BlackRock Flexible Income ETF
BINC
|
+$81M |
| 5 |
Vanguard Growth ETF
VUG
|
+$46.1M |
Top Sells
| 1 | +$98.9M | |
| 2 | +$58.9M | |
| 3 | +$52.1M | |
| 4 |
SFGV
Sequoia Global Value ETF
SFGV
|
+$48.3M |
| 5 |
Honeywell
HON
|
+$41.9M |
Sector Composition
| 1 | Technology | 13.2% |
| 2 | Financials | 7.23% |
| 3 | Consumer Discretionary | 5.03% |
| 4 | Industrials | 4.91% |
| 5 | Communication Services | 3.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1751
WisdomTree India Earnings Fund ETF
EPI
$2.33B
| – | – |
-4,772
|
|
||
|
HDSN
1752
Hudson Technologies
HDSN
$255M
| – | – |
-12,825
|
|
||
|
JNPR
1753
DELISTED
Juniper Networks
JNPR
| – | – |
-8,941
|
|
||
|
JPI
1754
DELISTED
Nuveen Preferred Securities & Income Opportunities Fund
JPI
| – | – |
-10,566
|
|
||
1755
Kyndryl
KD
$2.92B
| – | – |
-5,552
|
|
||
1756
Kirby Corp
KEX
$7.01B
| – | – |
-2,601
|
|
||
1757
CarMax
KMX
$6.08B
| – | – |
-3,031
|
|
||
1758
Knife River
KNF
$4.8B
| – | – |
-3,344
|
|
||
1759
Koppers
KOP
$709M
| – | – |
-7,084
|
|
||
|
SKX
1760
DELISTED
Skechers
SKX
| – | – |
-4,603
|
|
||
1761
Vanguard Consumer Discretionary ETF
VCR
$5.73B
| – | – |
-924
|
|
||
1762
Vanguard Communication Services ETF
VOX
$5.75B
| – | – |
-1,350
|
|
||
|
SNRE
1763
DELISTED
Sunrise Communications AG American Depositary Shares representing Class A shares
SNRE
| – | – |
-64,198
|
|
||
|
HIMU
1764
iShares High Yield Muni Active ETF
HIMU
$2.13B
| – | – |
-33,629
|
|
||
|
BULL
1765
Webull Corp
BULL
$2.78B
| – | – |
-10,000
|
|