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
51
$11.7M 0.33%
128,531
-56,835
52
$11.4M 0.32%
41,403
+13,320
53
$11.3M 0.32%
253,446
-19,759
54
$11.3M 0.32%
197,692
-9,137
55
$11.3M 0.32%
131,384
+14,024
56
$11.1M 0.32%
+352,714
57
$11.1M 0.31%
114,671
-9,043
58
$11M 0.31%
44,420
+935
59
$10.9M 0.31%
66,191
+2,431
60
$10.8M 0.31%
22,626
+314
61
$10.6M 0.3%
277,280
-954
62
$10.5M 0.3%
52,253
-72
63
$10.5M 0.3%
537,532
-37,664
64
$10.4M 0.29%
189,738
+8,107
65
$10.3M 0.29%
202,622
+55,889
66
$10.3M 0.29%
110,908
+2,283
67
$10.2M 0.29%
121,311
-8,820
68
$9.9M 0.28%
56,952
-1,345
69
$9.74M 0.28%
161,366
+250
70
$9.7M 0.27%
20,406
+367
71
$9.66M 0.27%
309,311
-22,378
72
$9.66M 0.27%
17,773
+14,519
73
$9.4M 0.27%
648,152
-114,044
74
$9.19M 0.26%
215,466
+21,012
75
$9.18M 0.26%
226,470
-30,387
1 2
3
4 5