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
701
$781K 0.01%
15,746
+857
702
$781K 0.01%
6,018
+1,282
703
$779K 0.01%
14,131
-73
704
$773K 0.01%
21,231
+285
705
$772K 0.01%
14,976
706
$772K 0.01%
20,148
+218
707
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6,202
-2,684
708
$771K 0.01%
8,306
+5,088
709
$767K 0.01%
14,178
-371
710
$765K 0.01%
25,143
-5,463
711
$763K 0.01%
8,873
+580
712
$763K 0.01%
24,760
-37,408
713
$761K 0.01%
6,980
714
$752K 0.01%
3,630
+254
715
$749K 0.01%
11,742
-105
716
$745K 0.01%
15,434
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717
$745K 0.01%
14,310
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718
$745K 0.01%
3,431
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719
$740K 0.01%
627
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720
$739K 0.01%
8,165
-587
721
$738K 0.01%
3,354
-144
722
$731K 0.01%
2,531
-72
723
$731K 0.01%
7,061
+1,314
724
$728K 0.01%
26,291
+1,163
725
$728K 0.01%
26,150
+14,587
27 28
29
30 31