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
401
$2.26M 0.02%
22,371
-175
402
$2.25M 0.02%
47,870
-844
403
$2.25M 0.02%
10,928
+3,575
404
$2.23M 0.02%
11,895
-6,172
405
$2.23M 0.02%
30,093
-3,784
406
$2.21M 0.02%
+46,552
407
$2.21M 0.02%
31,762
+92
408
$2.19M 0.02%
86,922
-5,374
409
$2.19M 0.02%
26,485
-2,547
410
$2.19M 0.02%
65,880
+7,788
411
$2.18M 0.02%
13,822
+240
412
$2.17M 0.02%
82,690
-2,370
413
$2.16M 0.02%
19,714
+247
414
$2.15M 0.02%
31,757
-57
415
$2.15M 0.02%
1,104
-501
416
$2.13M 0.02%
93,835
+8,152
417
$2.13M 0.02%
6,475
+159
418
$2.13M 0.02%
27,450
+300
419
$2.13M 0.02%
40,556
-253
420
$2.13M 0.02%
45,398
+4,328
421
$2.11M 0.02%
35,494
+10,321
422
$2.11M 0.02%
77,976
-1,399
423
$2.11M 0.02%
35,025
-2,504
424
$2.11M 0.02%
10,065
-636
425
$2.1M 0.02%
21,882
-1,444
15 16
17
18 19