SFA
Sequoia Financial Advisors Portfolio holdings
AUM
$17.8B
1-Year Est. Return
21.23%
This Fund
S&P 500
1 Year Est. Return
+21.23%
AUM
$17.8B
AUM Growth
-$33.3M
(-0.19%)
Holding
2,032
Top Buys
| 1 | +$40.9M | |
| 2 | +$39.9M | |
| 3 | +$36.6M | |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$36.3M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$35.5M |
Top Sells
| 1 | +$44.8M | |
| 2 | +$21.5M | |
| 3 | +$21.1M | |
| 4 |
VICI Properties
VICI
|
+$20.6M |
| 5 |
Norfolk Southern
NSC
|
+$18.5M |
Sector Composition
| 1 | Technology | 12.07% |
| 2 | Financials | 6.69% |
| 3 | Industrials | 5.58% |
| 4 | Consumer Discretionary | 4.13% |
| 5 | Communication Services | 3.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
FSSL
2026
FS Specialty Lending Fund
FSSL
$895M
| – | – |
-23,718
|
|
||
2027
Churchill Downs
CHDN
$6.08B
| – | – |
-2,069
|
|
||
2028
US Global Jets ETF
JETS
$861M
| – | – |
-7,811
|
|
||
2029
Korn Ferry
KFY
$3.63B
| – | – |
-4,982
|
|
||
2030
Lithia Motors
LAD
$6.63B
| – | – |
-877
|
|
||
2031
Laureate Education
LAUR
$4.48B
| – | – |
-6,282
|
|
||
2032
Lucid Motors
LCID
$2.56B
| – | – |
-10,746
|
|