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
851
$501K ﹤0.01%
3,391
+434
852
$497K ﹤0.01%
2,132
-118
853
$493K ﹤0.01%
4,127
-99
854
$490K ﹤0.01%
1,077
+58
855
$485K ﹤0.01%
3,167
+634
856
$483K ﹤0.01%
7,951
-1,581
857
$482K ﹤0.01%
21,470
+4,210
858
$482K ﹤0.01%
5,218
-36
859
$481K ﹤0.01%
2,316
+113
860
$480K ﹤0.01%
13,751
-2,294
861
$480K ﹤0.01%
8,994
+231
862
$476K ﹤0.01%
+15,726
863
$473K ﹤0.01%
6,427
+2,539
864
$472K ﹤0.01%
1,785
-138
865
$472K ﹤0.01%
6,560
+257
866
$471K ﹤0.01%
947
+24
867
$471K ﹤0.01%
5,769
+460
868
$471K ﹤0.01%
3,684
+479
869
$471K ﹤0.01%
2,564
-3,051
870
$470K ﹤0.01%
14,048
+90
871
$469K ﹤0.01%
2,710
-249
872
$468K ﹤0.01%
18,462
+1,094
873
$468K ﹤0.01%
1,277
-3,156
874
$467K ﹤0.01%
+8,073
875
$467K ﹤0.01%
37,056
+3,373
33 34
35
36 37