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
826
$529K ﹤0.01%
1,565
+26
827
$528K ﹤0.01%
+10,494
828
$528K ﹤0.01%
2,078
+118
829
$526K ﹤0.01%
5,731
+213
830
$526K ﹤0.01%
30,732
-305
831
$524K ﹤0.01%
2,982
+139
832
$523K ﹤0.01%
7,664
-825
833
$523K ﹤0.01%
2,337
-165
834
$521K ﹤0.01%
3,532
-22
835
$520K ﹤0.01%
19,152
836
$518K ﹤0.01%
+9,810
837
$518K ﹤0.01%
1,972
-198
838
$513K ﹤0.01%
2,656
+1,270
839
$512K ﹤0.01%
23,544
-956
840
$511K ﹤0.01%
9,080
+7
841
$510K ﹤0.01%
1,804
-16
842
$510K ﹤0.01%
10,734
+2,058
843
$508K ﹤0.01%
25,993
-2,664
844
$507K ﹤0.01%
+15,056
845
$507K ﹤0.01%
32,981
+1,571
846
$506K ﹤0.01%
6,098
-40,359
847
$504K ﹤0.01%
1,529
-3
848
$503K ﹤0.01%
13,938
+2,116
849
$502K ﹤0.01%
+9,702
850
$502K ﹤0.01%
4,457
+808
32 33
34
35 36