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
$12.9B
AUM Growth
+$2.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,463
New
Increased
Reduced
Closed

Top Buys

1
+$935M
2
+$285M
3
+$234M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$175M
5
DIHP icon
Dimensional International High Profitability ETF
DIHP
+$107M

Top Sells

1
+$40.4M
2
+$28.1M
3
+$28.1M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$25.9M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$20.3M

Sector Composition

1 Technology 10.92%
2 Financials 7.35%
3 Consumer Discretionary 5.1%
4 Industrials 4.3%
5 Healthcare 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.13M 0.05%
23,348
+1,480
227
$7.08M 0.05%
49,750
-3,009
228
$7.03M 0.05%
66,934
-1,822
229
$7.02M 0.05%
44,398
+9,266
230
$6.91M 0.05%
128,010
-479,665
231
$6.75M 0.05%
13,931
+1,041
232
$6.64M 0.05%
93,601
-48,992
233
$6.59M 0.05%
62,171
-2,797
234
$6.42M 0.05%
19,330
-8,727
235
$6.4M 0.05%
21,182
-2,755
236
$6.38M 0.05%
38,765
-170,846
237
$6.32M 0.05%
104,127
+5,811
238
$6.18M 0.05%
112,233
+9,483
239
$6.16M 0.05%
16,702
+15,257
240
$6.12M 0.05%
230,264
+13,095
241
$6.11M 0.05%
97,427
+4,718
242
$6.05M 0.05%
91,265
-1,892
243
$5.99M 0.05%
10,155
+7,663
244
$5.97M 0.05%
213,422
+9,977
245
$5.9M 0.05%
285,163
-133,726
246
$5.87M 0.05%
115,866
+81,826
247
$5.85M 0.05%
8,696
+1,688
248
$5.74M 0.04%
12,850
-73
249
$5.7M 0.04%
33,436
+8,676
250
$5.7M 0.04%
12,242
+413
8 9
10
11 12