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
951
$390K ﹤0.01%
2,374
-15
952
$388K ﹤0.01%
2,255
+1,149
953
$388K ﹤0.01%
6,279
-2,189
954
$387K ﹤0.01%
7,316
-116
955
$387K ﹤0.01%
7,672
-15,224
956
$386K ﹤0.01%
2,412
-354
957
$386K ﹤0.01%
13,016
-44,895
958
$384K ﹤0.01%
+3,362
959
$382K ﹤0.01%
1,928
+49
960
$379K ﹤0.01%
7,298
+283
961
$379K ﹤0.01%
4,410
-320
962
$378K ﹤0.01%
5,679
+780
963
$377K ﹤0.01%
30,467
+45
964
$377K ﹤0.01%
10,354
+545
965
$376K ﹤0.01%
8,133
-6
966
$376K ﹤0.01%
31,579
+1,193
967
$375K ﹤0.01%
1,047
+35
968
$374K ﹤0.01%
4,038
+47
969
$372K ﹤0.01%
9,320
-2,885
970
$372K ﹤0.01%
4,886
-50
971
$371K ﹤0.01%
56,427
-22
972
$370K ﹤0.01%
3,245
+250
973
$370K ﹤0.01%
2,831
+207
974
$368K ﹤0.01%
+4,663
975
$367K ﹤0.01%
5,165
37 38
39
40 41