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
626
$962K 0.01%
108,744
627
$961K 0.01%
64,599
+26,656
628
$952K 0.01%
21,779
-12,987
629
$951K 0.01%
5,526
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630
$951K 0.01%
3,747
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631
$949K 0.01%
5,933
-1,441
632
$945K 0.01%
5,169
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633
$942K 0.01%
5,509
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$942K 0.01%
15,757
-27,357
635
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4,691
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636
$940K 0.01%
46,989
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637
$938K 0.01%
5,836
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638
$936K 0.01%
5,660
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639
$936K 0.01%
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640
$935K 0.01%
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$930K 0.01%
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642
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5,120
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643
$927K 0.01%
49,852
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644
$917K 0.01%
3,395
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645
$916K 0.01%
2,485
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646
$915K 0.01%
18,897
-8,053
647
$910K 0.01%
1,870
-200
648
$910K 0.01%
3,122
+34
649
$908K 0.01%
+13,245
650
$907K 0.01%
24,996
+3,830
24 25
26
27 28