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
451
$517K 0.01%
19,665
+278
452
$512K 0.01%
+6,236
453
$511K 0.01%
+24,836
454
$506K 0.01%
3,920
+966
455
$505K 0.01%
1,266
+3
456
$501K 0.01%
80,610
457
$500K 0.01%
327
+7
458
$500K 0.01%
19,306
-3,260
459
$499K 0.01%
2,461
460
$499K 0.01%
10,868
+1,474
461
$497K 0.01%
6,822
-930
462
$496K 0.01%
4,384
-12
463
$494K 0.01%
7,830
+5,005
464
$491K 0.01%
13,491
+188
465
$490K 0.01%
1,764
+15
466
$489K 0.01%
13,744
+2,824
467
$479K 0.01%
6,984
-1,881
468
$479K 0.01%
6,975
+707
469
$478K 0.01%
8,797
-373
470
$478K 0.01%
7,563
-784
471
$476K 0.01%
12,666
-1,318
472
$475K 0.01%
7,613
+1,524
473
$475K 0.01%
16,761
-3
474
$474K 0.01%
4,017
+330
475
$473K 0.01%
7,772
-7,972
17 18
19
20 21