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
426
$2.1M 0.02%
12,168
+1,879
427
$2.08M 0.02%
207,634
-12,381
428
$2.08M 0.02%
99,130
-2,504
429
$2.08M 0.02%
15,010
-1,400
430
$2.07M 0.02%
18,669
+1,107
431
$2.04M 0.02%
132,752
+18,955
432
$2.04M 0.02%
15,427
+2,284
433
$2.03M 0.02%
8,331
-1,400
434
$2.01M 0.02%
9,244
+148
435
$2M 0.02%
15,714
-61
436
$1.99M 0.02%
5,658
-461
437
$1.99M 0.02%
2,928
+267
438
$1.99M 0.02%
16,938
+535
439
$1.98M 0.02%
55,212
+3,596
440
$1.97M 0.02%
4,599
-39
441
$1.93M 0.01%
6,695
+760
442
$1.92M 0.01%
7,752
+267
443
$1.91M 0.01%
501
-15
444
$1.9M 0.01%
34,895
+60
445
$1.89M 0.01%
60,666
+1,109
446
$1.89M 0.01%
16,969
+951
447
$1.87M 0.01%
26,448
+5,883
448
$1.87M 0.01%
31,109
449
$1.86M 0.01%
154,776
+9,845
450
$1.84M 0.01%
+66,079
16 17
18
19 20