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
251
$5.59M 0.04%
+112,528
252
$5.55M 0.04%
20,948
-925
253
$5.52M 0.04%
200,041
+16,076
254
$5.49M 0.04%
75,065
-188
255
$5.47M 0.04%
66,953
+48,338
256
$5.43M 0.04%
70,635
-7,402
257
$5.41M 0.04%
11,309
+637
258
$5.4M 0.04%
37,188
-1,032
259
$5.37M 0.04%
1,370,598
-711,367
260
$5.36M 0.04%
+124,729
261
$5.3M 0.04%
13,270
+207
262
$5.26M 0.04%
27,597
+18,067
263
$5.25M 0.04%
56,205
+10,515
264
$5.14M 0.04%
56,785
-21,240
265
$5.12M 0.04%
179,404
+1,546
266
$5.09M 0.04%
48,816
-3,916
267
$4.95M 0.04%
10,557
-4,894
268
$4.94M 0.04%
75,012
-8,614
269
$4.93M 0.04%
249,224
+62,416
270
$4.89M 0.04%
67,327
-1,744
271
$4.79M 0.04%
190,251
-77,285
272
$4.73M 0.04%
32,396
+12,323
273
$4.71M 0.04%
45,811
-15,718
274
$4.7M 0.04%
20,758
+1,932
275
$4.7M 0.04%
22,869
+6,722
9 10
11
12 13