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
351
$3.07M 0.02%
15,218
+1,976
352
$3.07M 0.02%
45,086
+3,822
353
$3.06M 0.02%
32,025
+1,050
354
$3.05M 0.02%
74,869
+2,853
355
$3.04M 0.02%
44,905
+3,748
356
$3.01M 0.02%
30,076
+27,479
357
$2.98M 0.02%
50,841
-11,591
358
$2.95M 0.02%
27,921
+1,992
359
$2.93M 0.02%
47,251
-9,019
360
$2.93M 0.02%
6,681
-345
361
$2.92M 0.02%
6,717
+913
362
$2.92M 0.02%
22,628
+9,625
363
$2.9M 0.02%
27,638
+2,244
364
$2.88M 0.02%
71,065
-33,017
365
$2.87M 0.02%
113,092
+29,523
366
$2.87M 0.02%
31,925
-2,934
367
$2.86M 0.02%
50,599
+10,835
368
$2.86M 0.02%
+78,927
369
$2.84M 0.02%
8,955
+460
370
$2.83M 0.02%
1,514
-103
371
$2.82M 0.02%
85,944
+7,743
372
$2.8M 0.02%
10,569
+573
373
$2.75M 0.02%
24,922
-1,431
374
$2.74M 0.02%
52,195
+5,342
375
$2.73M 0.02%
53,395
+730
13 14
15
16 17