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
526
$413K 0.01%
11,746
+1,809
527
$410K 0.01%
25,385
+2,940
528
$406K 0.01%
4,983
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529
$402K 0.01%
6,532
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530
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5,914
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531
$398K 0.01%
7,125
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532
$398K 0.01%
1,894
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533
$395K 0.01%
6,826
-422
534
$395K 0.01%
9,341
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535
$393K 0.01%
61,676
+4,525
536
$393K 0.01%
3,734
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537
$391K 0.01%
5,550
-171
538
$388K 0.01%
867
+28
539
$388K 0.01%
3,838
+111
540
$387K 0.01%
2,865
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541
$385K 0.01%
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542
$384K 0.01%
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543
$383K 0.01%
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544
$379K 0.01%
7,534
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545
$376K 0.01%
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546
$372K 0.01%
7,905
-1,510
547
$371K 0.01%
2,016
+269
548
$369K 0.01%
3,266
-362
549
$369K 0.01%
31,050
+139
550
$368K 0.01%
1,036
-262
20 21
22
23 24