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
776
$171K ﹤0.01%
20,681
-3,262
777
$168K ﹤0.01%
16,036
778
$167K ﹤0.01%
+11,056
779
$158K ﹤0.01%
18,990
-439
780
$157K ﹤0.01%
21,354
-416
781
$154K ﹤0.01%
21,429
+1,728
782
$150K ﹤0.01%
18,480
-131
783
$149K ﹤0.01%
12,672
+936
784
$142K ﹤0.01%
13,508
-435
785
$140K ﹤0.01%
422
-3
786
$132K ﹤0.01%
3,316
+84
787
$130K ﹤0.01%
27,538
+218
788
$129K ﹤0.01%
12,646
+2,628
789
$129K ﹤0.01%
13,027
+742
790
$120K ﹤0.01%
10,566
791
$119K ﹤0.01%
21,262
792
$119K ﹤0.01%
+44,740
793
$118K ﹤0.01%
1,464
+129
794
$115K ﹤0.01%
27,685
+911
795
$113K ﹤0.01%
+10,210
796
$108K ﹤0.01%
10,967
797
$108K ﹤0.01%
16,869
-572
798
$108K ﹤0.01%
+20,478
799
$103K ﹤0.01%
59,575
+4,907
800
$100K ﹤0.01%
24,360
-1,063
30 31
32
33 34