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
576
$75K ﹤0.01%
10,000
-13,721
577
$72K ﹤0.01%
18,512
-242
578
$65K ﹤0.01%
19,840
+1,683
579
$56K ﹤0.01%
11,732
580
$56K ﹤0.01%
8,936
+2,764
581
$55K ﹤0.01%
16,027
+2,864
582
$52K ﹤0.01%
56,516
583
$47K ﹤0.01%
3,880
+2,000
584
$42K ﹤0.01%
10,705
-1,494
585
$37K ﹤0.01%
10,263
-16,797
586
$31K ﹤0.01%
1,620
+300
587
$30K ﹤0.01%
12,157
+163
588
$25K ﹤0.01%
20
589
$19K ﹤0.01%
+650
590
$16K ﹤0.01%
+1,013
591
$15K ﹤0.01%
44
592
$3K ﹤0.01%
15,000
593
– –
-10,447
594
– –
-12,690
595
– –
-1,693
596
– –
-13,682
597
– –
-1,697
598
– –
-526
599
– –
-6,440
600
– –
-5,061
22 23
24
25 26