SFA

Sequoia Financial Advisors Portfolio holdings

AUM $17.9B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
– –
-1,356
677
– –
-1,780
678
– –
-10,447
679
– –
-5,079
680
– –
-2,234
681
– –
-11,638
682
– –
-20,205
683
– –
-12,680
684
– –
-6,000
685
– –
-19,440
686
– –
-5,901
687
– –
-1,693
688
– –
-13,682
689
– –
-1,697
690
– –
-526
691
– –
-6,440
692
– –
-5,061
693
– –
-14,707
694
– –
-2,871
695
– –
-4,772
696
– –
-24,418
697
– –
-2
698
– –
-5,204
699
– –
-6,465
700
– –
-13,233
25 26 27
28
29