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
$3.54B
AUM Growth
-$465M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
701
New
Increased
Reduced
Closed

Top Buys

1
+$182M
2
+$41.9M
3
+$38M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$20.3M
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$11.1M

Top Sells

1
+$109M
2
+$39M
3
+$37.5M
4
AAPL icon
Apple
AAPL
+$7.65M
5
APD icon
Air Products & Chemicals
APD
+$7.55M

Sector Composition

1 Technology 6.04%
2 Financials 3.8%
3 Healthcare 3.18%
4 Consumer Discretionary 2.5%
5 Consumer Staples 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$9.12M 0.26%
71,820
-2,260
77
$8.69M 0.25%
52,162
-7,852
78
$8.66M 0.24%
220,671
+5,069
79
$8.45M 0.24%
37,632
+3,357
80
$8.32M 0.24%
92,676
-992
81
$8.14M 0.23%
86,245
+2,631
82
$8.1M 0.23%
52,659
+50,766
83
$8.09M 0.23%
98,992
+2,351
84
$8.06M 0.23%
547,365
-31,983
85
$8.05M 0.23%
97,824
-53,046
86
$8.05M 0.23%
27,110
-328
87
$8.03M 0.23%
91,968
-3,248
88
$8.01M 0.23%
181,478
-53,199
89
$7.92M 0.22%
269,571
+7,217
90
$7.33M 0.21%
352,329
-37,803
91
$7.28M 0.21%
132,651
+1,140
92
$7.19M 0.2%
283,295
-21,034
93
$7.14M 0.2%
46,594
-8,362
94
$6.93M 0.2%
39,068
+454
95
$6.73M 0.19%
61,780
+860
96
$6.57M 0.19%
546,402
+67,295
97
$6.54M 0.19%
93,651
+80,499
98
$6.53M 0.18%
105,591
+12,350
99
$6.47M 0.18%
83,068
+78,030
100
$6.21M 0.18%
43,162
-10,073
2 3
4
5 6