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
276
$680K 0.02%
3,907
+158
277
$674K 0.02%
2,745
+522
278
$672K 0.02%
8,118
+3,004
279
$670K 0.02%
5,729
-1,293
280
$667K 0.02%
15,840
-420
281
$661K 0.02%
10,643
+2,351
282
$661K 0.02%
4,290
+550
283
$659K 0.02%
5,606
-32
284
$655K 0.02%
8,595
-10,693
285
$650K 0.02%
3,239
-711
286
$648K 0.02%
14,092
+4,769
287
$646K 0.02%
3,284
+255
288
$646K 0.02%
2,158
-284
289
$642K 0.02%
31,354
-256,717
290
$626K 0.02%
4,285
+55
291
$626K 0.02%
35,261
+2,102
292
$625K 0.02%
14,779
+985
293
$620K 0.02%
14,835
-3,812
294
$613K 0.02%
13,885
-1,398
295
$611K 0.02%
4,520
-41
296
$598K 0.02%
10,998
+132
297
$593K 0.02%
3,638
+1,106
298
$590K 0.02%
10,899
+345
299
$583K 0.02%
11,644
+884
300
$579K 0.02%
6,838
-879
10 11
12
13 14