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
426
$574K 0.01%
5,590
427
$572K 0.01%
3,434
-44
428
$570K 0.01%
10,080
-4,798
429
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430
$567K 0.01%
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431
$565K 0.01%
5,418
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432
$560K 0.01%
249,504
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433
$559K 0.01%
8,263
-2,859
434
$559K 0.01%
2,515
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435
$558K 0.01%
26,160
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436
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12,274
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437
$558K 0.01%
20,696
-240
438
$557K 0.01%
11,625
+3,159
439
$553K 0.01%
6,600
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440
$553K 0.01%
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441
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444
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8,564
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445
$538K 0.01%
7,848
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446
$537K 0.01%
2,112
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447
$536K 0.01%
12,087
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448
$526K 0.01%
8,098
+18
449
$523K 0.01%
2,732
+568
450
$519K 0.01%
3,070
+1
16 17
18
19 20