SFA

Sequoia Financial Advisors Portfolio holdings

AUM $16.4B
1-Year Est. Return 19%
This Quarter Est. Return
1 Year Est. Return
+19%
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
726
$224K 0.01%
+2,247
727
$224K 0.01%
1,198
-221
728
$223K 0.01%
2,861
729
$223K 0.01%
+1,763
730
$221K ﹤0.01%
+1,558
731
$221K ﹤0.01%
+2,325
732
$219K ﹤0.01%
+4,227
733
$217K ﹤0.01%
+3,323
734
$217K ﹤0.01%
+2,986
735
$217K ﹤0.01%
+5,049
736
$216K ﹤0.01%
1,072
+26
737
$216K ﹤0.01%
1,963
-62
738
$216K ﹤0.01%
+1,477
739
$216K ﹤0.01%
16,823
+11
740
$214K ﹤0.01%
+11,076
741
$214K ﹤0.01%
+5,488
742
$213K ﹤0.01%
+4,076
743
$213K ﹤0.01%
2,734
-112
744
$212K ﹤0.01%
+1,975
745
$212K ﹤0.01%
+1,106
746
$212K ﹤0.01%
+6,837
747
$211K ﹤0.01%
1,750
+7
748
$210K ﹤0.01%
+3,134
749
$210K ﹤0.01%
6,486
-341
750
$208K ﹤0.01%
10,896
+17
28 29
30
31 32