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
826
$32.8K ﹤0.01%
17,282
+1,037
827
$31.3K ﹤0.01%
2,630
828
$30.4K ﹤0.01%
+3,720
829
$26.9K ﹤0.01%
22,377
+102
830
$26.1K ﹤0.01%
10,000
831
$20.8K ﹤0.01%
17,336
-2,336
832
$12.8K ﹤0.01%
44
833
$11.8K ﹤0.01%
+49,525
834
$10.8K ﹤0.01%
25,000
835
$9.65K ﹤0.01%
10,844
-9,568
836
$2.54K ﹤0.01%
20
837
– –
-11,198
838
– –
-2,568
839
– –
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840
– –
-99,328
841
– –
-4,687
842
– –
-6,005
843
– –
-108,771
844
– –
-10,304
845
– –
-1,875
846
– –
-2,201
847
– –
-8,697
848
– –
-129,010
849
– –
-2,001
850
– –
-9,861
32 33
34
35 36