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
351
$438K 0.01%
964
+109
352
$433K 0.01%
10,805
-5,186
353
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2,344
-156
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355
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356
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9,627
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357
$426K 0.01%
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360
$422K 0.01%
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362
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13,326
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363
$417K 0.01%
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364
$416K 0.01%
6,530
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365
$416K 0.01%
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368
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10,315
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369
$411K 0.01%
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370
$411K 0.01%
15,893
+3,268
371
$409K 0.01%
3,619
+283
372
$406K 0.01%
3,448
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373
$403K 0.01%
6,501
+131
374
$402K 0.01%
2,578
+482
375
$400K 0.01%
8,056
-452
13 14
15
16 17