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
26
$24.6M 0.7%
183,540
-3,658
27
$24.6M 0.69%
1,027,364
-1,808
28
$21.7M 0.61%
432,323
-779,433
29
$21.2M 0.6%
890,149
-51,400
30
$21.2M 0.6%
264,475
+8,709
31
$20.9M 0.59%
864,670
+330,604
32
$20.4M 0.58%
72,620
-8,122
33
$20.1M 0.57%
777,206
-62,078
34
$17.1M 0.48%
152,156
+16,934
35
$16.4M 0.46%
341,409
-732
36
$16.1M 0.46%
42,796
-1,710
37
$15.9M 0.45%
395,805
+23,560
38
$15.6M 0.44%
143,080
+2,620
39
$15.6M 0.44%
351,213
-38,594
40
$15.5M 0.44%
91,632
-221,369
41
$14.9M 0.42%
103,015
+5,143
42
$14.8M 0.42%
310,135
+7,233
43
$14.1M 0.4%
142,317
-3,238
44
$14M 0.4%
67,331
-3,592
45
$13.8M 0.39%
216,734
+442
46
$13.7M 0.39%
587,778
+9,510
47
$13.7M 0.39%
278,335
+50,204
48
$13.6M 0.38%
470,442
+3,051
49
$13.5M 0.38%
583,275
+21,091
50
$11.7M 0.33%
219,713
-2,586
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