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
51
$56M 0.43%
2,534,479
+3,315
52
$55.3M 0.43%
1,087,885
+461,191
53
$54.4M 0.42%
+562,920
54
$54.2M 0.42%
317,814
+25,194
55
$53.3M 0.41%
152,602
+53,765
56
$52.2M 0.4%
1,014,429
+216,339
57
$50M 0.39%
88,916
+3,468
58
$49.9M 0.38%
100,191
+5,620
59
$49.6M 0.38%
105,720
+5,766
60
$46.8M 0.36%
+1,491,259
61
$46.4M 0.36%
149,061
+5,225
62
$46.1M 0.35%
217,529
+13,126
63
$45.7M 0.35%
1,400,543
+847
64
$44.7M 0.34%
179,625
+5,693
65
$43.9M 0.34%
525,353
+71
66
$42.3M 0.33%
1,210,587
-168,438
67
$41.6M 0.32%
170,440
+39,931
68
$41.4M 0.32%
125,429
+4,218
69
$41M 0.32%
177,269
+2,147
70
$41M 0.32%
497,002
+41,165
71
$40.5M 0.31%
+580,604
72
$40.3M 0.31%
116,791
+36,113
73
$40.2M 0.31%
242,467
-1,892
74
$38.9M 0.3%
529,642
-179,278
75
$38.2M 0.29%
580,968
-15,158
1 2
3
4 5