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
551
$1.23M 0.01%
21,503
+15,185
552
$1.23M 0.01%
24,119
+181
553
$1.22M 0.01%
15,131
+791
554
$1.22M 0.01%
4,725
+83
555
$1.22M 0.01%
49,556
+28,237
556
$1.22M 0.01%
6,036
-200,174
557
$1.21M 0.01%
48,586
-3,092
558
$1.21M 0.01%
32,019
+1,969
559
$1.2M 0.01%
14,894
+13
560
$1.2M 0.01%
4,701
-275
561
$1.19M 0.01%
28,609
-10,990
562
$1.19M 0.01%
9,328
+825
563
$1.19M 0.01%
12,488
+5,830
564
$1.19M 0.01%
50,867
+278
565
$1.17M 0.01%
29,922
+4,707
566
$1.17M 0.01%
2,013
+378
567
$1.16M 0.01%
18,285
+1,400
568
$1.16M 0.01%
6,580
+6
569
$1.15M 0.01%
39,196
-2,428
570
$1.14M 0.01%
52,655
+428
571
$1.14M 0.01%
374,039
-7,437
572
$1.14M 0.01%
37,273
+2,274
573
$1.13M 0.01%
19,035
-1,156
574
$1.13M 0.01%
28,188
-134,856
575
$1.13M 0.01%
4,660
+418
21 22
23
24 25