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
776
$611K ﹤0.01%
2,478
777
$603K ﹤0.01%
109,517
+5,804
778
$602K ﹤0.01%
4,284
-390
779
$601K ﹤0.01%
6,168
-116
780
$601K ﹤0.01%
19,668
781
$598K ﹤0.01%
5,050
+482
782
$595K ﹤0.01%
15,182
-969
783
$594K ﹤0.01%
6,759
+1,300
784
$592K ﹤0.01%
2,757
-21
785
$592K ﹤0.01%
+18,813
786
$591K ﹤0.01%
1,017
+133
787
$591K ﹤0.01%
2,795
+701
788
$590K ﹤0.01%
5,398
-597
789
$590K ﹤0.01%
1,864
+148
790
$589K ﹤0.01%
+57,361
791
$588K ﹤0.01%
74,273
+1,927
792
$588K ﹤0.01%
6,879
+1,611
793
$588K ﹤0.01%
3,851
+187
794
$588K ﹤0.01%
+11,038
795
$588K ﹤0.01%
15,522
+73
796
$585K ﹤0.01%
3,386
+613
797
$582K ﹤0.01%
5,966
-202
798
$582K ﹤0.01%
82,538
799
$578K ﹤0.01%
9,944
-112
800
$578K ﹤0.01%
10,850
30 31
32
33 34