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
626
$296K 0.01%
3,916
-20
627
$295K 0.01%
3,022
+344
628
$294K 0.01%
1,295
-116
629
$293K 0.01%
6,222
-55,139
630
$293K 0.01%
+5,490
631
$293K 0.01%
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632
$292K 0.01%
2,611
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633
$292K 0.01%
15,973
-43
634
$292K 0.01%
3,549
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635
$292K 0.01%
1,275
-91
636
$292K 0.01%
4,785
+16
637
$291K 0.01%
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638
$291K 0.01%
28,640
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639
$290K 0.01%
102,997
+18,736
640
$290K 0.01%
9,657
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641
$289K 0.01%
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44,671
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645
$284K 0.01%
10,155
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646
$284K 0.01%
2,046
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647
$284K 0.01%
3,100
648
$283K 0.01%
16,187
+31
649
$281K 0.01%
4,084
-626
650
$281K 0.01%
3,863
-273
24 25
26
27 28