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
$4.5B
AUM Growth
+$429M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
881
New
Increased
Reduced
Closed

Top Buys

1
+$43.9M
2
+$38.9M
3
+$32.1M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$12.5M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$11.1M

Top Sells

1
+$67.6M
2
+$11.4M
3
+$9.29M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$8.9M
5
CLX icon
Clorox
CLX
+$8.4M

Sector Composition

1 Technology 7.81%
2 Financials 4.99%
3 Healthcare 4%
4 Consumer Discretionary 3.19%
5 Consumer Staples 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$11.4M 0.25%
699,084
+10,800
77
$11.3M 0.25%
119,983
+3,438
78
$11.1M 0.25%
106,953
+628
79
$11.1M 0.25%
149,174
+29,256
80
$10.9M 0.24%
268,283
+160,386
81
$10.7M 0.24%
206,744
+9,068
82
$10.7M 0.24%
169,208
+6,097
83
$10.7M 0.24%
418,337
-3,521
84
$10.6M 0.24%
316,959
-20,797
85
$10.6M 0.23%
59,180
-2,512
86
$10.4M 0.23%
162,394
+51
87
$10.3M 0.23%
253,082
+244,246
88
$10.3M 0.23%
407,938
+370,947
89
$10.1M 0.22%
68,371
-1,129
90
$10.1M 0.22%
142,581
+3,341
91
$10.1M 0.22%
114,516
+10,727
92
$9.6M 0.21%
61,009
-3,181
93
$9.41M 0.21%
103,951
-8,955
94
$9.34M 0.21%
264,731
+81,071
95
$9.31M 0.21%
443,932
-23,972
96
$9.18M 0.2%
328,383
+10,269
97
$9.08M 0.2%
268,852
-3,613
98
$9.01M 0.2%
118,630
+14,873
99
$8.96M 0.2%
60,227
-2,858
100
$8.65M 0.19%
198,068
-9,807
2 3
4
5 6