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
926
$412K ﹤0.01%
10,023
-169
927
$411K ﹤0.01%
+11,270
928
$410K ﹤0.01%
8,548
-1,818
929
$409K ﹤0.01%
12,611
+1,759
930
$409K ﹤0.01%
2,220
931
$408K ﹤0.01%
1,811
+374
932
$407K ﹤0.01%
1,836
+53
933
$406K ﹤0.01%
3,634
-642
934
$406K ﹤0.01%
4,252
-118
935
$405K ﹤0.01%
15,167
-4,243
936
$404K ﹤0.01%
20,795
+4,082
937
$403K ﹤0.01%
3,410
+548
938
$401K ﹤0.01%
7,387
-1,732
939
$401K ﹤0.01%
10,447
+100
940
$401K ﹤0.01%
76,009
-199,880
941
$399K ﹤0.01%
5,830
-279
942
$399K ﹤0.01%
4,956
-4,071
943
$398K ﹤0.01%
+3,870
944
$398K ﹤0.01%
3,339
+46
945
$395K ﹤0.01%
4,684
+54
946
$395K ﹤0.01%
4,414
+118
947
$394K ﹤0.01%
12,754
+1,209
948
$394K ﹤0.01%
3,214
+48
949
$391K ﹤0.01%
3,020
-318
950
$390K ﹤0.01%
4,453
+1,067
36 37
38
39 40