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
301
$577K 0.02%
2,347
-7,092
302
$575K 0.02%
7,198
+3
303
$569K 0.02%
1,742
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304
$568K 0.02%
3,114
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305
$564K 0.02%
10,922
+489
306
$555K 0.02%
8,459
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307
$554K 0.02%
6,126
-843
308
$545K 0.02%
1,319
309
$542K 0.02%
11,008
310
$541K 0.02%
1,153
+181
311
$540K 0.02%
10,253
+1,159
312
$534K 0.02%
21,925
+1,023
313
$534K 0.02%
10,654
+6,270
314
$532K 0.02%
3,951
+155
315
$532K 0.02%
3,145
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316
$523K 0.01%
5,542
317
$518K 0.01%
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318
$518K 0.01%
12,359
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319
$516K 0.01%
27,589
-9,917
320
$509K 0.01%
774
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321
$507K 0.01%
9,120
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322
$505K 0.01%
2,220
+274
323
$503K 0.01%
5,199
+257
324
$500K 0.01%
1,853
+220
325
$497K 0.01%
9,829
+3,212
11 12
13
14 15