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
51
$16.2M 0.36%
55,051
+2,677
52
$15.6M 0.35%
634,089
+425,741
53
$15.5M 0.35%
69,012
-1,140
54
$15.4M 0.34%
162,648
-19,844
55
$15.3M 0.34%
76,799
+7,008
56
$15.3M 0.34%
607,550
-38,988
57
$14.4M 0.32%
31,017
+3,120
58
$14.4M 0.32%
75,268
+8,359
59
$14.2M 0.31%
510,100
-1,780
60
$13.1M 0.29%
128,778
+8,189
61
$13M 0.29%
26,096
+2,356
62
$13M 0.29%
1,157,169
+60,813
63
$12.8M 0.28%
540,911
+531,886
64
$12.7M 0.28%
38,726
+8,387
65
$12.6M 0.28%
118,180
-56,575
66
$12.3M 0.27%
123,178
+22,918
67
$12.3M 0.27%
54,572
+2,479
68
$12.2M 0.27%
73,175
+28,247
69
$12.2M 0.27%
117,287
+9,251
70
$12.1M 0.27%
61,619
+5,927
71
$12.1M 0.27%
73,343
+9,927
72
$12.1M 0.27%
145,296
+7,339
73
$11.9M 0.27%
275,799
-13,974
74
$11.9M 0.26%
57,155
+7,686
75
$11.7M 0.26%
187,834
-3,959
1 2
3
4 5