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
26
$93.4M 0.72%
557,603
+7,634
27
$93.1M 0.72%
+1,700,282
28
$88.9M 0.69%
2,113,677
+707,769
29
$88.1M 0.68%
1,456,020
-17,305
30
$86.5M 0.67%
553,827
+13,734
31
$85.8M 0.66%
1,375,241
+58,408
32
$85.8M 0.66%
153,333
-387
33
$85.5M 0.66%
348,688
+56,110
34
$80M 0.62%
1,611,562
+75,615
35
$79.4M 0.61%
616,026
-4,897
36
$77.2M 0.59%
220,176
+3,176
37
$75.9M 0.58%
870,178
+798,761
38
$72.2M 0.56%
545,447
+12,392
39
$71.8M 0.55%
+470,084
40
$69.1M 0.53%
126,447
+44,240
41
$68.7M 0.53%
682,448
+202,768
42
$67.5M 0.52%
436,681
+21,725
43
$67.2M 0.52%
250,446
-9,847
44
$66.3M 0.51%
70,068
+1,092
45
$63.7M 0.49%
725,508
-2,582
46
$63.1M 0.49%
170,093
-5,539
47
$61.8M 0.48%
519,462
-14,717
48
$61.6M 0.48%
753,910
+153,431
49
$57.5M 0.44%
1,842,584
+237,729
50
$57.2M 0.44%
156,165
+28,320
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