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
451
$1.83M 0.01%
7,143
+4,864
452
$1.81M 0.01%
14,938
+918
453
$1.81M 0.01%
27,686
-1,052
454
$1.81M 0.01%
57,507
+23,538
455
$1.8M 0.01%
89,158
+9,019
456
$1.8M 0.01%
6,093
-12,094
457
$1.8M 0.01%
53,127
-1,036
458
$1.79M 0.01%
15,217
+465
459
$1.78M 0.01%
15,808
+618
460
$1.78M 0.01%
20,453
-1,317
461
$1.77M 0.01%
5,247
-230
462
$1.76M 0.01%
26,893
+4,337
463
$1.76M 0.01%
3,784
+133
464
$1.76M 0.01%
+56,723
465
$1.74M 0.01%
63,541
+7,651
466
$1.74M 0.01%
46,505
+3,807
467
$1.74M 0.01%
3,306
+408
468
$1.73M 0.01%
33,113
+1,444
469
$1.73M 0.01%
8,590
-333
470
$1.71M 0.01%
14,419
-1,561
471
$1.7M 0.01%
72,316
+59,706
472
$1.7M 0.01%
23,495
+15,417
473
$1.7M 0.01%
+51,917
474
$1.69M 0.01%
164,897
+138,211
475
$1.69M 0.01%
7,411
-6
17 18
19
20 21