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
526
$1.35M 0.01%
5,879
+1,069
527
$1.35M 0.01%
24,272
+3,269
528
$1.34M 0.01%
34,708
-425
529
$1.34M 0.01%
13,579
-19,312
530
$1.33M 0.01%
1,350
+37
531
$1.33M 0.01%
+34,768
532
$1.33M 0.01%
22,958
-663
533
$1.32M 0.01%
13,829
+83
534
$1.32M 0.01%
25,890
+21,604
535
$1.32M 0.01%
17,344
+10,027
536
$1.32M 0.01%
+174,357
537
$1.31M 0.01%
28,687
+1,248
538
$1.3M 0.01%
5,124
-39
539
$1.3M 0.01%
11,792
+481
540
$1.28M 0.01%
13,864
-97
541
$1.28M 0.01%
32,326
-239
542
$1.28M 0.01%
9,769
+783
543
$1.26M 0.01%
+23,180
544
$1.26M 0.01%
20,212
+2,010
545
$1.25M 0.01%
40,485
+19,261
546
$1.25M 0.01%
+10,755
547
$1.25M 0.01%
3,979
-170
548
$1.24M 0.01%
32,046
+10,030
549
$1.24M 0.01%
2,860
-91
550
$1.23M 0.01%
30,529
-2,423
20 21
22
23 24