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
$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
326
$3.49M 0.03%
73,421
-24,010
327
$3.48M 0.03%
69,770
+2,652
328
$3.48M 0.03%
134,570
-2,586
329
$3.45M 0.03%
39,720
+1,680
330
$3.44M 0.03%
71,283
+6,600
331
$3.42M 0.03%
34,030
-697
332
$3.41M 0.03%
82,939
+4,807
333
$3.39M 0.03%
81,040
-415,944
334
$3.29M 0.03%
8,590
+379
335
$3.29M 0.03%
53,028
-18,729
336
$3.29M 0.03%
7,665
+426
337
$3.25M 0.03%
+54,062
338
$3.23M 0.02%
12,041
+751
339
$3.23M 0.02%
66,788
-20,452
340
$3.22M 0.02%
12,177
+390
341
$3.2M 0.02%
19,995
+1,604
342
$3.2M 0.02%
55,785
+970
343
$3.2M 0.02%
13,441
+1,432
344
$3.19M 0.02%
35,049
-564
345
$3.19M 0.02%
24,184
+21,136
346
$3.12M 0.02%
132,044
+13,169
347
$3.11M 0.02%
31,191
-18
348
$3.1M 0.02%
10,150
-205
349
$3.09M 0.02%
22,798
+7,702
350
$3.09M 0.02%
16,912
+1,335
12 13
14
15 16