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
426
$316K 0.01%
2,769
-307
427
$315K 0.01%
9,572
-1,249
428
$315K 0.01%
1,831
-371
429
$314K 0.01%
8,528
-6,579
430
$312K 0.01%
4,830
+480
431
$312K 0.01%
2,829
+497
432
$308K 0.01%
3,320
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433
$307K 0.01%
7,065
+210
434
$306K 0.01%
3,438
-83
435
$303K 0.01%
18,379
-1,857
436
$303K 0.01%
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437
$303K 0.01%
5,154
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438
$303K 0.01%
+1,986
439
$299K 0.01%
3,005
-3,598
440
$298K 0.01%
9,549
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441
$296K 0.01%
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442
$296K 0.01%
3,505
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443
$293K 0.01%
+1,514
444
$293K 0.01%
11,698
445
$288K 0.01%
2,617
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446
$287K 0.01%
1,926
-153
447
$287K 0.01%
11,458
448
$286K 0.01%
8,759
+250
449
$285K 0.01%
17,596
+1,770
450
$285K 0.01%
+2,141
16 17
18
19 20