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
726
$726K 0.01%
5,803
+91
727
$718K 0.01%
7,025
-79
728
$711K 0.01%
1,694
-37
729
$710K 0.01%
14,052
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730
$706K 0.01%
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731
$704K 0.01%
12,576
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732
$703K 0.01%
1,318
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$703K 0.01%
2,595
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734
$700K 0.01%
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735
$700K 0.01%
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737
$697K 0.01%
14,663
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738
$697K 0.01%
2,188
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$692K 0.01%
13,355
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740
$685K 0.01%
12,522
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$677K 0.01%
8,174
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744
$676K 0.01%
2,388
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745
$676K 0.01%
62,966
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746
$669K 0.01%
17,736
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747
$669K 0.01%
22,501
+14,996
748
$666K 0.01%
6,982
+3,401
749
$665K 0.01%
6,362
+4,234
750
$664K 0.01%
15,103
+3,199
28 29
30
31 32