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
251
$1.5M 0.03%
2,209
+150
252
$1.49M 0.03%
5,813
-280
253
$1.48M 0.03%
24,896
-5,073
254
$1.48M 0.03%
3,828
+76
255
$1.46M 0.03%
22,391
+631
256
$1.46M 0.03%
11,267
-234
257
$1.46M 0.03%
3,527
-122
258
$1.45M 0.03%
5,820
-477
259
$1.44M 0.03%
8,832
+343
260
$1.44M 0.03%
58,876
-3,560
261
$1.41M 0.03%
50,389
+1,034
262
$1.41M 0.03%
13,269
+601
263
$1.41M 0.03%
30,097
-1,444,607
264
$1.4M 0.03%
+56,469
265
$1.39M 0.03%
6,231
-241
266
$1.37M 0.03%
7,356
+75
267
$1.35M 0.03%
5,919
+40
268
$1.34M 0.03%
74,060
+3,905
269
$1.34M 0.03%
14,843
+2,443
270
$1.32M 0.03%
33,576
+10,014
271
$1.31M 0.03%
38,525
-6,957
272
$1.31M 0.03%
20,916
+2,913
273
$1.29M 0.03%
263,224
+48,656
274
$1.27M 0.03%
110,701
+7,473
275
$1.26M 0.03%
4,410
+245
9 10
11
12 13