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
476
$471K 0.01%
3,521
-25
477
$469K 0.01%
4,041
+410
478
$466K 0.01%
13,650
-1,050
479
$463K 0.01%
13,260
-144
480
$462K 0.01%
57,778
-3,053
481
$462K 0.01%
2,042
+352
482
$461K 0.01%
16,652
+2,832
483
$460K 0.01%
9,212
+1,018
484
$460K 0.01%
+21,828
485
$459K 0.01%
18,458
+2,074
486
$458K 0.01%
21,725
487
$457K 0.01%
2,680
+222
488
$454K 0.01%
15,215
-100
489
$448K 0.01%
2,268
+3
490
$447K 0.01%
8,878
+932
491
$447K 0.01%
9,766
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492
$447K 0.01%
9,008
493
$447K 0.01%
5,606
-2,466
494
$445K 0.01%
3,589
+151
495
$444K 0.01%
24,208
+4,511
496
$444K 0.01%
29,406
+2,615
497
$444K 0.01%
19,610
+85
498
$443K 0.01%
10,208
-400
499
$443K 0.01%
6,161
+139
500
$442K 0.01%
1,958
-1,768
18 19
20
21 22