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
376
$398K 0.01%
3,535
+43
377
$395K 0.01%
1,499
+216
378
$395K 0.01%
3,538
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-472
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5,293
-3,655
381
$389K 0.01%
2,629
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382
$389K 0.01%
4,787
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383
$388K 0.01%
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384
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1,239
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385
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-37
386
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387
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10,737
-10,397
388
$373K 0.01%
8,690
+1,024
389
$373K 0.01%
798
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390
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9,334
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393
$367K 0.01%
3,524
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394
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395
$365K 0.01%
5,059
-1,593
396
$363K 0.01%
12,701
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397
$355K 0.01%
4,601
-760
398
$349K 0.01%
2,332
-3,566
399
$348K 0.01%
991
-1
400
$347K 0.01%
+5,401
14 15
16
17 18