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
751
$208K ﹤0.01%
+1,214
752
$207K ﹤0.01%
+2,538
753
$207K ﹤0.01%
1,421
-440
754
$206K ﹤0.01%
5,626
+28
755
$205K ﹤0.01%
+1,476
756
$204K ﹤0.01%
+6,830
757
$204K ﹤0.01%
+1,340
758
$203K ﹤0.01%
4,620
+581
759
$203K ﹤0.01%
+1,663
760
$202K ﹤0.01%
+3,645
761
$202K ﹤0.01%
+891
762
$201K ﹤0.01%
1,376
+74
763
$200K ﹤0.01%
12,497
-105
764
$200K ﹤0.01%
+3,363
765
$197K ﹤0.01%
29,797
+1,265
766
$195K ﹤0.01%
27,812
-216
767
$193K ﹤0.01%
+12,080
768
$193K ﹤0.01%
+10,380
769
$184K ﹤0.01%
41,639
+20,818
770
$184K ﹤0.01%
17,287
-1
771
$183K ﹤0.01%
42,609
-251
772
$178K ﹤0.01%
76,804
+16,045
773
$177K ﹤0.01%
21,853
-716
774
$177K ﹤0.01%
+11,368
775
$173K ﹤0.01%
10,071
-573
29 30
31
32 33