SFA

Sequoia Financial Advisors Portfolio holdings

AUM $16.4B
1-Year Est. Return 18.99%
This Quarter Est. Return
1 Year Est. Return
+18.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.54B
AUM Growth
-$465M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
701
New
Increased
Reduced
Closed

Top Buys

1
+$182M
2
+$41.9M
3
+$38M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$20.3M
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$11.1M

Top Sells

1
+$109M
2
+$39M
3
+$37.5M
4
AAPL icon
Apple
AAPL
+$7.65M
5
APD icon
Air Products & Chemicals
APD
+$7.55M

Sector Composition

1 Technology 6.04%
2 Financials 3.8%
3 Healthcare 3.18%
4 Consumer Discretionary 2.5%
5 Consumer Staples 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.05M 0.03%
12,402
+1,406
227
$1.05M 0.03%
20,024
-1,597
228
$1.04M 0.03%
9,168
+1,826
229
$1.04M 0.03%
6,578
-687
230
$1.02M 0.03%
9,548
-203
231
$1.02M 0.03%
14,154
+1,453
232
$1.01M 0.03%
11,892
+100
233
$982K 0.03%
4,604
+107
234
$970K 0.03%
19,980
-3,160
235
$967K 0.03%
3,363
+367
236
$966K 0.03%
32,580
+2,425
237
$959K 0.03%
446
+238
238
$958K 0.03%
9,377
-1,755
239
$955K 0.03%
4,285
-20
240
$943K 0.03%
19,276
+2,133
241
$928K 0.03%
6,813
-1,510
242
$927K 0.03%
3,628
+613
243
$912K 0.03%
10,866
+803
244
$912K 0.03%
35,983
-43,098
245
$892K 0.03%
14,118
+1,054
246
$888K 0.03%
3,604
+608
247
$884K 0.03%
6,977
-4,212
248
$882K 0.02%
2,865
+11
249
$875K 0.02%
38,903
+488
250
$873K 0.02%
15,542
+34
8 9
10
11 12