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
576
$1.13M 0.01%
2,684
+84
577
$1.13M 0.01%
48,825
-3,151
578
$1.12M 0.01%
10,026
-416
579
$1.12M 0.01%
9,369
+3,384
580
$1.11M 0.01%
3,225
+149
581
$1.11M 0.01%
+11,099
582
$1.11M 0.01%
8,030
-769
583
$1.1M 0.01%
4,216
+264
584
$1.1M 0.01%
5,642
-768
585
$1.1M 0.01%
68,857
+3,145
586
$1.1M 0.01%
6,234
-79,065
587
$1.09M 0.01%
55,864
+15,402
588
$1.09M 0.01%
16,094
+788
589
$1.09M 0.01%
+31,207
590
$1.09M 0.01%
16,790
+1,206
591
$1.08M 0.01%
477,883
592
$1.08M 0.01%
1,829
+24
593
$1.08M 0.01%
23,450
-1,367
594
$1.08M 0.01%
10,408
-1,060
595
$1.07M 0.01%
23,837
+1,115
596
$1.07M 0.01%
581
+79
597
$1.05M 0.01%
22,799
+3,820
598
$1.05M 0.01%
16,500
+558
599
$1.05M 0.01%
17,003
+1,605
600
$1.05M 0.01%
6,124
-2,030
22 23
24
25 26