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
801
$98.6K ﹤0.01%
34,947
-13,704
802
$95.5K ﹤0.01%
14,039
-1,138
803
$93K ﹤0.01%
25,265
804
$92.8K ﹤0.01%
12,039
805
$91.6K ﹤0.01%
42,586
806
$87.6K ﹤0.01%
28,520
-2,948
807
$84.6K ﹤0.01%
10,042
+11
808
$84.3K ﹤0.01%
16,796
+3,660
809
$80.3K ﹤0.01%
18,755
-533,430
810
$79.5K ﹤0.01%
20,908
-2,606
811
$76.7K ﹤0.01%
25,498
+890
812
$76.5K ﹤0.01%
+12,022
813
$75.8K ﹤0.01%
+10,835
814
$75.5K ﹤0.01%
14,222
-56
815
$74.4K ﹤0.01%
10,000
+4,000
816
$73.7K ﹤0.01%
58,500
+30,000
817
$73.5K ﹤0.01%
11,060
-1,264
818
$71K ﹤0.01%
12,840
-591
819
$69.9K ﹤0.01%
16,254
-1,412
820
$64.9K ﹤0.01%
13,729
-11,817
821
$56.8K ﹤0.01%
+714
822
$50.9K ﹤0.01%
56,516
823
$42.2K ﹤0.01%
16,094
+291
824
$40.4K ﹤0.01%
20,000
825
$38.3K ﹤0.01%
12,485
-3,739
31 32
33
34 35