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
$4.5B
AUM Growth
+$429M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
881
New
Increased
Reduced
Closed

Top Buys

1
+$43.9M
2
+$38.9M
3
+$32.1M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$12.5M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$11.1M

Top Sells

1
+$67.6M
2
+$11.4M
3
+$9.29M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$8.9M
5
CLX icon
Clorox
CLX
+$8.4M

Sector Composition

1 Technology 7.81%
2 Financials 4.99%
3 Healthcare 4%
4 Consumer Discretionary 3.19%
5 Consumer Staples 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.85M 0.04%
+80,354
227
$1.81M 0.04%
14,753
+686
228
$1.8M 0.04%
103,728
+47,390
229
$1.8M 0.04%
13,319
-395
230
$1.79M 0.04%
676
+238
231
$1.78M 0.04%
22,318
+1,678
232
$1.78M 0.04%
23,264
-1,193
233
$1.77M 0.04%
4,975
+1,219
234
$1.76M 0.04%
14,351
+653
235
$1.73M 0.04%
18,989
+171
236
$1.72M 0.04%
4,972
+112
237
$1.69M 0.04%
3,785
+192
238
$1.68M 0.04%
22,715
-1,846
239
$1.64M 0.04%
17,068
+27
240
$1.63M 0.04%
78,704
-444
241
$1.59M 0.04%
12,044
+1,198
242
$1.59M 0.04%
16,327
-222
243
$1.58M 0.04%
7,875
-36
244
$1.57M 0.04%
22,656
+943
245
$1.53M 0.03%
62,303
-8,336
246
$1.53M 0.03%
127,249
+1,897
247
$1.52M 0.03%
21,794
-671
248
$1.52M 0.03%
17,105
-1,267
249
$1.51M 0.03%
26,305
+1,076
250
$1.51M 0.03%
+51,616
8 9
10
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