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
476
$266K 0.01%
3,499
-1,457
477
$266K 0.01%
3,233
+70
478
$265K 0.01%
+940
479
$263K 0.01%
1,327
+309
480
$259K 0.01%
1,091
+35
481
$258K 0.01%
3,644
-131
482
$258K 0.01%
3,681
+303
483
$258K 0.01%
5,032
-292
484
$254K 0.01%
2,241
-7,551
485
$253K 0.01%
95,312
+7,188
486
$253K 0.01%
+2,480
487
$253K 0.01%
3,607
-60
488
$251K 0.01%
1,936
+289
489
$250K 0.01%
42,318
+71
490
$249K 0.01%
779
+100
491
$248K 0.01%
3,450
492
$248K 0.01%
9,432
+1,656
493
$246K 0.01%
5,000
494
$246K 0.01%
5,366
+1,226
495
$245K 0.01%
9,167
+588
496
$243K 0.01%
+11,280
497
$243K 0.01%
3,438
-98
498
$242K 0.01%
5,068
+824
499
$241K 0.01%
4,562
+70
500
$240K 0.01%
+14,139
18 19
20
21 22