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
301
$4.09M 0.03%
35,004
+1,106
302
$4.07M 0.03%
125,900
+11,229
303
$4.05M 0.03%
19,735
-2,584
304
$4.04M 0.03%
877
-28
305
$4M 0.03%
12,591
+9,837
306
$3.93M 0.03%
40,073
+385
307
$3.88M 0.03%
38,455
+8,184
308
$3.87M 0.03%
45,490
+3,980
309
$3.85M 0.03%
29,831
+2,765
310
$3.82M 0.03%
26,640
+8,444
311
$3.81M 0.03%
30,883
+1,351
312
$3.79M 0.03%
64,911
-24,788
313
$3.77M 0.03%
185,777
-52,860
314
$3.73M 0.03%
33,886
-992
315
$3.73M 0.03%
82,442
-17,645
316
$3.71M 0.03%
7,667
+938
317
$3.65M 0.03%
32,777
+5,135
318
$3.65M 0.03%
46,073
+36,310
319
$3.63M 0.03%
49,580
+1,814
320
$3.61M 0.03%
49,942
+2,101
321
$3.58M 0.03%
13,425
-1,228
322
$3.56M 0.03%
107,713
+7,637
323
$3.56M 0.03%
21,030
+1,380
324
$3.56M 0.03%
7,003
+1,148
325
$3.55M 0.03%
48,682
+1,278
11 12
13
14 15