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
751
$663K 0.01%
4,114
-250
752
$662K 0.01%
+8,242
753
$660K 0.01%
38,441
-1,891
754
$659K 0.01%
19,243
+5,804
755
$657K 0.01%
3,817
-418
756
$657K 0.01%
4,111
+129
757
$656K 0.01%
48,130
-762
758
$653K 0.01%
+6,304
759
$649K 0.01%
18,087
+1,205
760
$644K 0.01%
11,253
+44
761
$643K 0.01%
16,060
+1,854
762
$635K ﹤0.01%
19,784
-1,661
763
$633K ﹤0.01%
9,922
+772
764
$630K ﹤0.01%
2,645
+488
765
$630K ﹤0.01%
6,568
-54
766
$628K ﹤0.01%
25,276
+2,359
767
$625K ﹤0.01%
+9,473
768
$624K ﹤0.01%
4,240
-384
769
$623K ﹤0.01%
3,293
+77
770
$622K ﹤0.01%
25,953
-3,356
771
$622K ﹤0.01%
2,470
-14
772
$621K ﹤0.01%
+7,827
773
$619K ﹤0.01%
20,103
+3,845
774
$619K ﹤0.01%
14,782
-293,183
775
$612K ﹤0.01%
16,765
-5,887
29 30
31
32 33