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
$3.54B
AUM Growth
-$465M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
701
New
Increased
Reduced
Closed

Top Buys

1
+$182M
2
+$41.9M
3
+$38M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$20.3M
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$11.1M

Top Sells

1
+$109M
2
+$39M
3
+$37.5M
4
AAPL icon
Apple
AAPL
+$7.65M
5
APD icon
Air Products & Chemicals
APD
+$7.55M

Sector Composition

1 Technology 6.04%
2 Financials 3.8%
3 Healthcare 3.18%
4 Consumer Discretionary 2.5%
5 Consumer Staples 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
– –
-4,150
677
– –
-10,327
678
– –
-3,451
679
– –
-5,620
680
– –
-3,785
681
– –
-2,607
682
– –
-5,419
683
– –
-611
684
– –
-1,424
685
– –
-1,271
686
– –
-11,361
687
– –
-4,015
688
– –
-4,118
689
– –
-1,430
690
– –
-1,356
691
– –
-1,780
692
– –
-5,079
693
– –
-2,234
694
– –
-11,638
695
– –
-830
696
– –
-2,970
697
– –
-25,000
698
– –
-20,205
699
– –
-12,680
700
– –
-6,000
25 26 27
28
29