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
801
$577K ﹤0.01%
4,960
+133
802
$576K ﹤0.01%
9,036
-10
803
$575K ﹤0.01%
1,498
+55
804
$573K ﹤0.01%
25,535
-806
805
$569K ﹤0.01%
4,183
+244
806
$568K ﹤0.01%
20,951
+1,631
807
$562K ﹤0.01%
14,196
-2,642
808
$561K ﹤0.01%
8,463
+204
809
$561K ﹤0.01%
16,408
810
$560K ﹤0.01%
7,751
-11
811
$557K ﹤0.01%
11,100
812
$554K ﹤0.01%
2,609
+510
813
$552K ﹤0.01%
23,853
-2,070
814
$551K ﹤0.01%
3,499
+1,448
815
$551K ﹤0.01%
7,197
-2,199
816
$546K ﹤0.01%
9,090
-1,336
817
$545K ﹤0.01%
9,247
-791
818
$545K ﹤0.01%
11,539
+1,362
819
$540K ﹤0.01%
7,569
-985
820
$537K ﹤0.01%
2,845
821
$536K ﹤0.01%
2,369
-26
822
$535K ﹤0.01%
936
+96
823
$534K ﹤0.01%
7,580
-70
824
$531K ﹤0.01%
25,035
+240
825
$529K ﹤0.01%
11,712
-96
31 32
33
34 35