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
26
$32.2M 0.72%
634,776
-48,068
27
$30.8M 0.68%
1,143,036
-19,221
28
$30.4M 0.68%
233,633
+13,380
29
$30.4M 0.67%
1,294,210
-77,878
30
$30.3M 0.67%
681,148
+163,443
31
$28.3M 0.63%
281,784
+58,896
32
$25.8M 0.57%
1,101,507
+83,040
33
$25.5M 0.57%
655,981
+62,742
34
$25.5M 0.57%
176,210
-2,608
35
$23.6M 0.53%
227,244
+21,066
36
$23M 0.51%
436,100
+90,128
37
$22.8M 0.51%
283,871
+21,436
38
$21.4M 0.48%
66,777
+870
39
$20.4M 0.45%
185,762
+8,808
40
$19.3M 0.43%
748,540
-86,000
41
$18.7M 0.41%
357,095
+8,085
42
$18.6M 0.41%
369,472
-34,959
43
$18.5M 0.41%
101,504
+4,935
44
$18.2M 0.41%
370,731
+25,368
45
$18.1M 0.4%
561,672
+81,609
46
$18.1M 0.4%
375,786
-4,045
47
$18M 0.4%
269,266
+4,200
48
$17.9M 0.4%
367,153
+32,283
49
$17.4M 0.39%
42,446
+628
50
$16.3M 0.36%
350,326
+33,724
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