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
551
$367K 0.01%
2,273
-200
552
$367K 0.01%
23,253
-224
553
$366K 0.01%
13,753
-1,097
554
$364K 0.01%
98,704
+3,437
555
$364K 0.01%
1,381
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556
$364K 0.01%
3,578
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557
$364K 0.01%
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558
$362K 0.01%
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559
$361K 0.01%
1,196
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560
$361K 0.01%
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561
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5,985
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562
$360K 0.01%
2,041
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563
$357K 0.01%
7,639
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564
$356K 0.01%
900
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565
$356K 0.01%
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$356K 0.01%
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853
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571
$352K 0.01%
3,710
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572
$351K 0.01%
2,652
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573
$350K 0.01%
5,744
-210
574
$349K 0.01%
21,189
+1,692
575
$347K 0.01%
6,612
+407
21 22
23
24 25