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
376
$728K 0.02%
6,567
+1,602
377
$727K 0.02%
10,433
+834
378
$727K 0.02%
3,703
+39
379
$726K 0.02%
21,536
-6,126
380
$710K 0.02%
3,712
-91
381
$700K 0.02%
4,083
+150
382
$697K 0.02%
+16,371
383
$696K 0.02%
32,211
384
$696K 0.02%
7,973
+230
385
$690K 0.02%
37,617
-43
386
$690K 0.02%
1,894
+24
387
$686K 0.02%
4,467
-191
388
$679K 0.02%
19,809
-123
389
$678K 0.02%
1,896
+97
390
$678K 0.02%
1,538
+184
391
$678K 0.02%
4,386
+384
392
$674K 0.02%
2,637
-38
393
$673K 0.02%
19,728
+1,961
394
$668K 0.01%
7,738
-192
395
$666K 0.01%
8,022
-2,220
396
$666K 0.01%
17,021
+2,132
397
$665K 0.01%
5,885
+178
398
$662K 0.01%
3,123
-106
399
$658K 0.01%
31,756
-678
400
$656K 0.01%
57,585
-70
14 15
16
17 18