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
526
$216K 0.01%
1,666
+229
527
$216K 0.01%
4,044
-439
528
$215K 0.01%
21,698
+7,379
529
$214K 0.01%
1,806
-528
530
$214K 0.01%
2,995
531
$214K 0.01%
1,862
-393
532
$213K 0.01%
554
-25
533
$213K 0.01%
4,794
-885
534
$212K 0.01%
+3,139
535
$211K 0.01%
+1,409
536
$211K 0.01%
2,216
-46
537
$210K 0.01%
12,519
-1,378
538
$210K 0.01%
12,112
-2,448
539
$208K 0.01%
2,330
+91
540
$208K 0.01%
37,191
+10,314
541
$206K 0.01%
12,255
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542
$205K 0.01%
4,434
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543
$204K 0.01%
+1,184
544
$204K 0.01%
+1,886
545
$202K 0.01%
13,476
-9,399
546
$202K 0.01%
+7,000
547
$201K 0.01%
4,102
-1,997
548
$200K 0.01%
+5,685
549
$192K 0.01%
25,218
+8,097
550
$192K 0.01%
18,674
-178,611
20 21
22
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