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
876
$467K ﹤0.01%
25,144
-1,932
877
$466K ﹤0.01%
5,084
+1,253
878
$465K ﹤0.01%
2,580
-6
879
$465K ﹤0.01%
6,223
-1,830
880
$461K ﹤0.01%
3,536
+279
881
$461K ﹤0.01%
1,431
+18
882
$456K ﹤0.01%
3,112
+127
883
$454K ﹤0.01%
5,163
-534
884
$451K ﹤0.01%
3,478
-589
885
$451K ﹤0.01%
1,229
+36
886
$450K ﹤0.01%
60,708
+8,118
887
$449K ﹤0.01%
3,707
-1,220
888
$449K ﹤0.01%
12,394
+1,253
889
$449K ﹤0.01%
3,230
+261
890
$447K ﹤0.01%
3,350
-1,450
891
$447K ﹤0.01%
2,553
+12
892
$446K ﹤0.01%
5,568
-51
893
$444K ﹤0.01%
3,445
+59
894
$443K ﹤0.01%
6,970
-869
895
$440K ﹤0.01%
10,404
+68
896
$439K ﹤0.01%
12,250
-10,500
897
$438K ﹤0.01%
4,491
-1,906
898
$438K ﹤0.01%
4,275
-163
899
$436K ﹤0.01%
+5,565
900
$436K ﹤0.01%
1,331
+88
34 35
36
37 38