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
501
$239K 0.01%
8,336
502
$239K 0.01%
4,121
-334
503
$239K 0.01%
3,767
+27
504
$239K 0.01%
7,440
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505
$238K 0.01%
4,013
+230
506
$237K 0.01%
2,989
+15
507
$236K 0.01%
6,188
-1,232
508
$236K 0.01%
1,128
+199
509
$234K 0.01%
1,967
-2,516
510
$233K 0.01%
8,900
-2,000
511
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6,148
-1,421
512
$232K 0.01%
563
+110
513
$232K 0.01%
+2,212
514
$231K 0.01%
+10,952
515
$231K 0.01%
13,403
-5,160
516
$230K 0.01%
2,267
-230
517
$229K 0.01%
6,414
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518
$227K 0.01%
15,502
+1,656
519
$226K 0.01%
+8,308
520
$223K 0.01%
5,083
-275
521
$220K 0.01%
2,286
+378
522
$220K 0.01%
9,699
+419
523
$218K 0.01%
2,229
+50
524
$217K 0.01%
4,311
-398
525
$216K 0.01%
40,398
+3,314
19 20
21
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