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
601
$317K 0.01%
1,594
+69
602
$317K 0.01%
3,552
+364
603
$316K 0.01%
1,494
+19
604
$315K 0.01%
5,008
+921
605
$315K 0.01%
14,480
+276
606
$314K 0.01%
+1,552
607
$313K 0.01%
5,452
+98
608
$313K 0.01%
2,504
-108
609
$313K 0.01%
3,757
+240
610
$312K 0.01%
12,808
+3,740
611
$312K 0.01%
44,197
+5,004
612
$311K 0.01%
8,532
-180
613
$311K 0.01%
3,533
-110
614
$311K 0.01%
12,025
-6
615
$309K 0.01%
13,142
+5,082
616
$308K 0.01%
1,580
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617
$306K 0.01%
9,850
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618
$306K 0.01%
13,624
-1,350
619
$305K 0.01%
1,169
-224
620
$304K 0.01%
2,281
+80
621
$304K 0.01%
4,184
+605
622
$304K 0.01%
43,739
-8,934
623
$301K 0.01%
+870
624
$300K 0.01%
14,255
+3,218
625
$299K 0.01%
+2,404
23 24
25
26 27