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
976
$365K ﹤0.01%
1,496
-280
977
$365K ﹤0.01%
4,729
+139
978
$364K ﹤0.01%
6,433
+464
979
$363K ﹤0.01%
3,797
+196
980
$362K ﹤0.01%
4,711
-260
981
$362K ﹤0.01%
38,062
-34
982
$361K ﹤0.01%
20,547
-7,452
983
$361K ﹤0.01%
3,931
-501
984
$360K ﹤0.01%
5,239
+73
985
$360K ﹤0.01%
15,089
+900
986
$359K ﹤0.01%
1,450
+123
987
$359K ﹤0.01%
8,289
-187
988
$357K ﹤0.01%
3,603
+13
989
$356K ﹤0.01%
5,786
+254
990
$355K ﹤0.01%
31,800
-8,829
991
$354K ﹤0.01%
3,531
+46
992
$353K ﹤0.01%
5,924
+27
993
$352K ﹤0.01%
64,009
+19,341
994
$352K ﹤0.01%
2,212
-109
995
$350K ﹤0.01%
7,753
+77
996
$348K ﹤0.01%
15,756
+5,102
997
$347K ﹤0.01%
9,592
-614
998
$347K ﹤0.01%
682
-70
999
$346K ﹤0.01%
6,472
+932
1000
$343K ﹤0.01%
+12,469
38 39
40
41 42