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
901
$435K ﹤0.01%
+21,555
902
$435K ﹤0.01%
9,109
903
$434K ﹤0.01%
10,426
+4,370
904
$433K ﹤0.01%
4,815
-71
905
$433K ﹤0.01%
22,123
-81
906
$428K ﹤0.01%
20,505
-2,175
907
$428K ﹤0.01%
+4,365
908
$427K ﹤0.01%
11,976
909
$427K ﹤0.01%
929
+3
910
$426K ﹤0.01%
13,526
+83
911
$425K ﹤0.01%
4,736
+298
912
$424K ﹤0.01%
1,215
-309
913
$422K ﹤0.01%
8,118
+275
914
$422K ﹤0.01%
2,508
+96
915
$421K ﹤0.01%
12,309
-1,863
916
$420K ﹤0.01%
14,115
+7
917
$419K ﹤0.01%
19,725
+373
918
$419K ﹤0.01%
5,392
+297
919
$415K ﹤0.01%
12,349
-1,272
920
$415K ﹤0.01%
2,792
-26
921
$414K ﹤0.01%
19,551
+384
922
$414K ﹤0.01%
+47,071
923
$413K ﹤0.01%
3,017
-9
924
$413K ﹤0.01%
3,807
+856
925
$413K ﹤0.01%
5,012
-583
35 36
37
38 39