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
326
$494K 0.01%
2,481
-575
327
$493K 0.01%
9,465
-10,509
328
$489K 0.01%
6,484
+617
329
$488K 0.01%
2,409
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330
$486K 0.01%
16,725
-1,354
331
$483K 0.01%
4,363
-1,766
332
$482K 0.01%
3,799
+562
333
$481K 0.01%
2,415
-1,234
334
$480K 0.01%
16,948
-1,884
335
$477K 0.01%
10,804
-582
336
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4,363
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337
$463K 0.01%
9,776
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338
$463K 0.01%
14,161
+2,411
339
$459K 0.01%
28,050
+580
340
$458K 0.01%
4,008
+233
341
$455K 0.01%
24,589
-2,671
342
$455K 0.01%
2,333
+172
343
$452K 0.01%
3,162
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344
$450K 0.01%
7,424
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345
$448K 0.01%
1,977
+238
346
$446K 0.01%
21,725
347
$444K 0.01%
254
+89
348
$442K 0.01%
7,506
+1,989
349
$442K 0.01%
7,865
-871
350
$438K 0.01%
4,823
+1,004
12 13
14
15 16