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
601
$1.04M 0.01%
13,628
-1,409
602
$1.04M 0.01%
6,249
+437
603
$1.04M 0.01%
14,758
+1,293
604
$1.03M 0.01%
9,936
+719
605
$1.02M 0.01%
1,615
-134
606
$1.02M 0.01%
7,053
+163
607
$1.02M 0.01%
47,178
-7,731
608
$1.02M 0.01%
4,830
-39
609
$1.02M 0.01%
18,122
-1,307
610
$1.01M 0.01%
24,714
+1,838
611
$1.01M 0.01%
5,899
+2,136
612
$1.01M 0.01%
10,977
+4,798
613
$1M 0.01%
15,940
+305
614
$1M 0.01%
13,044
-4,798
615
$993K 0.01%
16,564
+654
616
$986K 0.01%
62,388
+39,078
617
$976K 0.01%
136,450
+37,105
618
$971K 0.01%
73,586
-9,643
619
$970K 0.01%
10,636
-231
620
$970K 0.01%
+18,670
621
$969K 0.01%
9,301
-400
622
$969K 0.01%
6,860
-466
623
$967K 0.01%
122,058
+63,036
624
$966K 0.01%
7,667
+225
625
$965K 0.01%
11,343
-73
23 24
25
26 27