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
76
$37.3M 0.29%
192,134
+171,665
77
$37.1M 0.29%
409,447
+287,218
78
$37M 0.29%
118,423
+5,538
79
$35.4M 0.27%
744,689
+131,172
80
$35.4M 0.27%
296,408
+23,717
81
$34.2M 0.26%
147,715
-1,300
82
$34M 0.26%
1,027,196
+58,099
83
$33.8M 0.26%
225,334
+11,426
84
$33.6M 0.26%
144,161
+8,273
85
$33M 0.25%
193,591
-5,087
86
$31.7M 0.24%
238,858
+22,071
87
$31.2M 0.24%
747,440
+103,205
88
$30.9M 0.24%
50,776
+539
89
$30.1M 0.23%
+1,205,913
90
$30M 0.23%
514,278
+316,207
91
$29.4M 0.23%
210,135
-1,754
92
$28.8M 0.22%
1,148,999
+655,342
93
$28.7M 0.22%
167,954
+38,561
94
$28.7M 0.22%
587,231
-347,813
95
$28.4M 0.22%
30,032
+9,940
96
$28.4M 0.22%
475,442
-3,568
97
$28.3M 0.22%
139,903
-26,364
98
$27.4M 0.21%
52,290
+23,136
99
$26.9M 0.21%
155,378
+3,665
100
$26.2M 0.2%
140,404
-40,849
2 3
4
5 6