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
401
$654K 0.01%
27,530
+91
402
$653K 0.01%
906
-65
403
$647K 0.01%
15,828
+1,996
404
$646K 0.01%
3,466
+475
405
$646K 0.01%
5,632
-13
406
$643K 0.01%
6,814
-120,799
407
$637K 0.01%
9,874
+1,711
408
$631K 0.01%
15,044
-4
409
$631K 0.01%
12,383
+933
410
$630K 0.01%
3,936
+690
411
$627K 0.01%
10,004
+1,101
412
$623K 0.01%
1,360
-27
413
$622K 0.01%
9,328
+591
414
$609K 0.01%
3,308
+248
415
$607K 0.01%
6,479
+445
416
$602K 0.01%
4,271
-246
417
$597K 0.01%
4,550
+692
418
$594K 0.01%
10,218
419
$590K 0.01%
14,086
+1,407
420
$590K 0.01%
18,360
421
$587K 0.01%
3,590
+275
422
$586K 0.01%
1,572
-6
423
$585K 0.01%
4,380
-85
424
$580K 0.01%
842
+9
425
$579K 0.01%
3,981
+270
15 16
17
18 19