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
276
$1.25M 0.03%
7,915
-53,069
277
$1.25M 0.03%
18,438
+818
278
$1.25M 0.03%
30,912
-4,112
279
$1.24M 0.03%
+51,010
280
$1.22M 0.03%
14,763
+1,340
281
$1.22M 0.03%
16,473
+4,044
282
$1.2M 0.03%
21,210
+660
283
$1.19M 0.03%
32,552
+1,971
284
$1.18M 0.03%
4,008
+20
285
$1.16M 0.03%
8,015
+439
286
$1.16M 0.03%
22,935
+11,552
287
$1.16M 0.03%
22,085
-9,080
288
$1.14M 0.03%
16,286
+1,176
289
$1.13M 0.03%
8,891
+217
290
$1.13M 0.03%
29,722
+5,943
291
$1.13M 0.03%
17,765
+1,899
292
$1.13M 0.03%
20,694
+3,565
293
$1.13M 0.03%
14,972
-532
294
$1.12M 0.02%
12,878
+1,455
295
$1.12M 0.02%
3,249
+153
296
$1.11M 0.02%
5,641
+479
297
$1.1M 0.02%
14,682
+1,211
298
$1.09M 0.02%
11,888
+1,790
299
$1.09M 0.02%
4,015
+110
300
$1.07M 0.02%
7,832
-143
10 11
12
13 14