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
576
$347K 0.01%
1,064
-9
577
$346K 0.01%
55,997
578
$346K 0.01%
4,181
+824
579
$345K 0.01%
4,411
+244
580
$341K 0.01%
1,831
-4,372
581
$341K 0.01%
4,041
+467
582
$339K 0.01%
1,145
+58
583
$339K 0.01%
4,442
+2
584
$338K 0.01%
7,803
+356
585
$338K 0.01%
5,411
-258
586
$333K 0.01%
2,466
+513
587
$333K 0.01%
6,852
+545
588
$332K 0.01%
4,393
+930
589
$331K 0.01%
3,772
+214
590
$330K 0.01%
2,440
+607
591
$329K 0.01%
12,184
+2,804
592
$328K 0.01%
9,600
593
$327K 0.01%
4,880
594
$327K 0.01%
6,465
-2,569
595
$325K 0.01%
19,810
+785
596
$324K 0.01%
7,287
+4
597
$323K 0.01%
8,365
-71
598
$323K 0.01%
+968
599
$321K 0.01%
965
+65
600
$319K 0.01%
8,176
+1,495
22 23
24
25 26