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
1001
$342K ﹤0.01%
54,968
+1,113
1002
$339K ﹤0.01%
1,800
+38
1003
$338K ﹤0.01%
+10,206
1004
$337K ﹤0.01%
883
-48
1005
$337K ﹤0.01%
25,843
-5,447
1006
$336K ﹤0.01%
+13,306
1007
$335K ﹤0.01%
3,658
+191
1008
$334K ﹤0.01%
4,482
+123
1009
$334K ﹤0.01%
2,158
+482
1010
$333K ﹤0.01%
+6,341
1011
$333K ﹤0.01%
20,571
+3,325
1012
$332K ﹤0.01%
21,537
-3,451
1013
$332K ﹤0.01%
13,280
+4,474
1014
$332K ﹤0.01%
8,974
-4,216
1015
$331K ﹤0.01%
3,891
+116
1016
$330K ﹤0.01%
1,762
+238
1017
$330K ﹤0.01%
4,048
-64
1018
$329K ﹤0.01%
2,642
-4,907
1019
$328K ﹤0.01%
2,728
-303
1020
$325K ﹤0.01%
1,335
-78
1021
$325K ﹤0.01%
4,091
-1,642
1022
$322K ﹤0.01%
14,298
-1,999
1023
$322K ﹤0.01%
3,814
-278
1024
$321K ﹤0.01%
5,058
-1,900
1025
$320K ﹤0.01%
4,043
-23
39 40
41
42 43