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
501
$1.49M 0.01%
38,380
502
$1.49M 0.01%
68,105
+1,276
503
$1.49M 0.01%
14,557
-696
504
$1.49M 0.01%
7,445
+1,016
505
$1.49M 0.01%
30,617
-7,750
506
$1.47M 0.01%
16,645
+2,281
507
$1.46M 0.01%
6,394
+1,015
508
$1.46M 0.01%
11,948
+365
509
$1.43M 0.01%
62,208
-4,761
510
$1.42M 0.01%
33,286
+4,366
511
$1.42M 0.01%
58,169
+23,401
512
$1.41M 0.01%
37,823
+12,508
513
$1.41M 0.01%
2,560
+494
514
$1.41M 0.01%
28,784
515
$1.39M 0.01%
81,390
+1,467
516
$1.39M 0.01%
28,137
+161
517
$1.39M 0.01%
2,450
-280
518
$1.37M 0.01%
75,005
-2,686
519
$1.37M 0.01%
88,493
+3,373
520
$1.37M 0.01%
33,830
-114
521
$1.36M 0.01%
10,595
+30
522
$1.36M 0.01%
4,056
+1,350
523
$1.35M 0.01%
7,549
+115
524
$1.35M 0.01%
+24,554
525
$1.35M 0.01%
23,821
+3,625
19 20
21
22 23