SFA

Sequoia Financial Advisors Portfolio holdings

AUM $17.9B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
276
$4.64M 0.04%
209,274
-37,357
277
$4.61M 0.04%
12,390
+316
278
$4.6M 0.04%
74,490
+67,170
279
$4.52M 0.03%
76,640
+58,749
280
$4.52M 0.03%
30,153
+2,459
281
$4.5M 0.03%
23,911
+607
282
$4.5M 0.03%
+74,774
283
$4.49M 0.03%
19,393
+1,717
284
$4.47M 0.03%
74,420
-1,300
285
$4.45M 0.03%
63,929
-1,669
286
$4.42M 0.03%
8,150
+566
287
$4.39M 0.03%
46,783
+39,263
288
$4.37M 0.03%
35,828
+73
289
$4.34M 0.03%
51,803
-284
290
$4.34M 0.03%
57,171
+4,447
291
$4.33M 0.03%
+8,384
292
$4.3M 0.03%
39,551
+36,946
293
$4.27M 0.03%
43,322
+3,716
294
$4.27M 0.03%
92,390
-38,201
295
$4.26M 0.03%
16,016
+859
296
$4.26M 0.03%
96,195
+2,968
297
$4.25M 0.03%
8,587
+27
298
$4.24M 0.03%
144,076
+17,630
299
$4.17M 0.03%
34,811
-15,164
300
$4.1M 0.03%
342,672
-63,972
10 11
12
13 14