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
676
$257K 0.01%
17,261
677
$256K 0.01%
14,630
-2,021
678
$256K 0.01%
2,761
-14
679
$256K 0.01%
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680
$256K 0.01%
1,071
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681
$255K 0.01%
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682
$254K 0.01%
20,310
-2,270
683
$254K 0.01%
+5,370
684
$254K 0.01%
31,169
+3,116
685
$253K 0.01%
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686
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687
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688
$252K 0.01%
2,176
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689
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-999
690
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6,779
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691
$247K 0.01%
2,270
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695
$246K 0.01%
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697
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1,283
-362
698
$244K 0.01%
448
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699
$244K 0.01%
1,113
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700
$243K 0.01%
13,353
+3,105
26 27
28
29 30