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
326
$949K 0.02%
9,284
-299
327
$946K 0.02%
14,924
+453
328
$945K 0.02%
5,953
-34
329
$931K 0.02%
11,336
+2,936
330
$931K 0.02%
16,301
-2,073
331
$929K 0.02%
2,793
+21
332
$926K 0.02%
9,689
+2,118
333
$914K 0.02%
81,977
-53
334
$909K 0.02%
3,671
+212
335
$894K 0.02%
7,166
+656
336
$894K 0.02%
11,404
-670
337
$890K 0.02%
33,984
-7,342
338
$870K 0.02%
11,377
+95
339
$865K 0.02%
677
+40
340
$864K 0.02%
6,100
-180
341
$860K 0.02%
28,728
+901
342
$859K 0.02%
7,788
-1,132
343
$856K 0.02%
4,409
-278
344
$853K 0.02%
26,896
-1,653
345
$846K 0.02%
17,379
+81
346
$845K 0.02%
2,762
+155
347
$843K 0.02%
+4,709
348
$836K 0.02%
13,858
+1,078
349
$832K 0.02%
17,995
-97
350
$825K 0.02%
4,554
+405
12 13
14
15 16