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
376
$2.71M 0.02%
15,406
+1,129
377
$2.71M 0.02%
34,739
-12,674
378
$2.69M 0.02%
26,306
+6,045
379
$2.68M 0.02%
90,296
+12,638
380
$2.65M 0.02%
8,864
+392
381
$2.64M 0.02%
+80,119
382
$2.64M 0.02%
22,827
+7,481
383
$2.64M 0.02%
+17,209
384
$2.62M 0.02%
35,711
+6,817
385
$2.61M 0.02%
9,392
+2,218
386
$2.56M 0.02%
17,546
+14,129
387
$2.51M 0.02%
18,975
+757
388
$2.5M 0.02%
17,153
+599
389
$2.5M 0.02%
41,765
+874
390
$2.39M 0.02%
25,535
+249
391
$2.38M 0.02%
+66,473
392
$2.38M 0.02%
75,361
-35,563
393
$2.36M 0.02%
104,284
+10,456
394
$2.35M 0.02%
11,361
+2,643
395
$2.34M 0.02%
+27,965
396
$2.3M 0.02%
3,478
+55
397
$2.3M 0.02%
8,907
+1,735
398
$2.29M 0.02%
82,302
+3,664
399
$2.27M 0.02%
27,841
-4,879
400
$2.26M 0.02%
22,015
+2,303
14 15
16
17 18