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
651
$280K 0.01%
2,097
-333
652
$279K 0.01%
14,972
-84
653
$278K 0.01%
+3,213
654
$278K 0.01%
3,661
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655
$278K 0.01%
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656
$277K 0.01%
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+259
657
$277K 0.01%
+8,538
658
$275K 0.01%
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659
$272K 0.01%
+6,410
660
$270K 0.01%
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661
$270K 0.01%
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662
$270K 0.01%
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663
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863
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664
$267K 0.01%
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665
$266K 0.01%
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666
$266K 0.01%
994
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670
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7,018
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9,313
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$262K 0.01%
3,201
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$262K 0.01%
2,396
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674
$261K 0.01%
6,477
+463
675
$257K 0.01%
4,050
-418
25 26
27
28 29