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
301
$1.07M 0.02%
24,021
-9
302
$1.07M 0.02%
+36,398
303
$1.07M 0.02%
+45,721
304
$1.07M 0.02%
+45,232
305
$1.06M 0.02%
28,485
-5,890
306
$1.06M 0.02%
9,706
+224
307
$1.05M 0.02%
44,020
+386
308
$1.05M 0.02%
1,571
+35
309
$1.05M 0.02%
7,814
-42,069
310
$1.04M 0.02%
425
+66
311
$1.04M 0.02%
21,698
-1,574
312
$1.03M 0.02%
2,221
+79
313
$1.01M 0.02%
1,226
+174
314
$1M 0.02%
8,108
+620
315
$990K 0.02%
31,580
+50
316
$990K 0.02%
6,282
+243
317
$981K 0.02%
45,471
+11,950
318
$975K 0.02%
110,213
+7,963
319
$973K 0.02%
4,257
+1,751
320
$971K 0.02%
16,448
+1,431
321
$968K 0.02%
23,764
-3,761
322
$966K 0.02%
16,002
-326
323
$965K 0.02%
3,962
-120
324
$963K 0.02%
11,263
-504
325
$955K 0.02%
19,868
+2,234
11 12
13
14 15