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
401
$347K 0.01%
2,552
-125
402
$344K 0.01%
4,372
-1,708
403
$343K 0.01%
4,907
+658
404
$341K 0.01%
2,991
-54
405
$341K 0.01%
1,461
-1,688
406
$340K 0.01%
+25,298
407
$337K 0.01%
6,033
+1,637
408
$335K 0.01%
7,232
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409
$334K 0.01%
8,010
-2,705
410
$334K 0.01%
14,654
-2,338
411
$334K 0.01%
2,429
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412
$332K 0.01%
6,008
-134
413
$331K 0.01%
4,112
+36
414
$329K 0.01%
3,266
-117
415
$327K 0.01%
9,156
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416
$326K 0.01%
2,923
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417
$324K 0.01%
3,447
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418
$324K 0.01%
11,472
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419
$323K 0.01%
819
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420
$320K 0.01%
2,593
-760
421
$319K 0.01%
3,832
+696
422
$318K 0.01%
2,467
-33
423
$317K 0.01%
1,539
-42
424
$317K 0.01%
11,712
+491
425
$316K 0.01%
10,477
+477
15 16
17
18 19