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
551
$177K 0.01%
39,238
+520
552
$176K 0.01%
2,878
-94
553
$168K ﹤0.01%
36,475
-26,253
554
$153K ﹤0.01%
17,721
-3,403
555
$151K ﹤0.01%
38,875
+3,000
556
$145K ﹤0.01%
57,797
-4,704
557
$144K ﹤0.01%
51,453
+4,406
558
$142K ﹤0.01%
10,127
-759
559
$133K ﹤0.01%
22,641
+1,510
560
$130K ﹤0.01%
13,000
-990
561
$130K ﹤0.01%
200
-8
562
$129K ﹤0.01%
25,066
-1,354
563
$123K ﹤0.01%
55,015
-12,699
564
$120K ﹤0.01%
11,184
-6,206
565
$110K ﹤0.01%
+12,772
566
$109K ﹤0.01%
+10,014
567
$98K ﹤0.01%
4,155
+845
568
$97K ﹤0.01%
62,512
+7,548
569
$92K ﹤0.01%
+10,157
570
$90K ﹤0.01%
44,130
+9,839
571
$84K ﹤0.01%
13,435
+806
572
$83K ﹤0.01%
19,306
-288
573
$82K ﹤0.01%
16,296
-5,770
574
$81K ﹤0.01%
16,606
+2,055
575
$79K ﹤0.01%
14,417
+2,068
21 22
23
24 25