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
476
$1.68M 0.01%
13,597
-14
477
$1.68M 0.01%
20,422
-859
478
$1.68M 0.01%
14,836
-1,521
479
$1.67M 0.01%
17,476
-978
480
$1.66M 0.01%
+22,869
481
$1.64M 0.01%
2,016
-144
482
$1.61M 0.01%
32,294
-59,874
483
$1.59M 0.01%
9,023
+186
484
$1.59M 0.01%
826
-91
485
$1.58M 0.01%
13,782
-686
486
$1.58M 0.01%
23,332
+538
487
$1.58M 0.01%
16,393
+679
488
$1.58M 0.01%
38,333
+3,236
489
$1.57M 0.01%
51,779
-414
490
$1.56M 0.01%
10,183
+1,052
491
$1.55M 0.01%
25,254
+17,476
492
$1.55M 0.01%
14,052
+556
493
$1.55M 0.01%
59,759
-41,810
494
$1.55M 0.01%
20,614
-552
495
$1.54M 0.01%
13,813
+1,500
496
$1.53M 0.01%
+30,430
497
$1.52M 0.01%
2,976
+36
498
$1.52M 0.01%
30,181
-498
499
$1.51M 0.01%
10,454
+574
500
$1.5M 0.01%
11,795
-75,817
18 19
20
21 22