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
501
$441K 0.01%
4,337
-498
502
$437K 0.01%
6,103
-105
503
$437K 0.01%
32,832
+1,059
504
$436K 0.01%
23,841
+11,061
505
$434K 0.01%
+15,808
506
$434K 0.01%
776
+23
507
$433K 0.01%
1,757
+16
508
$433K 0.01%
6,510
+897
509
$432K 0.01%
3,224
+256
510
$428K 0.01%
33,859
+1,376
511
$427K 0.01%
2,553
-148
512
$425K 0.01%
2,961
-200
513
$425K 0.01%
7,939
+875
514
$423K 0.01%
15,981
+2,227
515
$423K 0.01%
11,107
+233
516
$423K 0.01%
5,240
-62
517
$423K 0.01%
4,417
+228
518
$422K 0.01%
10,004
519
$422K 0.01%
10,525
+2,895
520
$420K 0.01%
3,678
-562
521
$418K 0.01%
3,648
-308
522
$417K 0.01%
4,219
+269
523
$415K 0.01%
4,693
+482
524
$414K 0.01%
5,029
-194
525
$414K 0.01%
5,474
-1,092
19 20
21
22 23