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
1026
$319K ﹤0.01%
1,763
-159
1027
$319K ﹤0.01%
13,259
+535
1028
$317K ﹤0.01%
+7,500
1029
$316K ﹤0.01%
3,779
-47
1030
$315K ﹤0.01%
+4,923
1031
$314K ﹤0.01%
8,084
1032
$313K ﹤0.01%
3,289
+29
1033
$313K ﹤0.01%
8,067
-158
1034
$313K ﹤0.01%
4,166
-905
1035
$312K ﹤0.01%
9,400
-1,839
1036
$312K ﹤0.01%
2,014
+154
1037
$312K ﹤0.01%
+6,432
1038
$311K ﹤0.01%
32,643
-4,426
1039
$311K ﹤0.01%
11,718
+220
1040
$311K ﹤0.01%
99,944
+61,679
1041
$311K ﹤0.01%
5,352
+63
1042
$310K ﹤0.01%
2,746
+437
1043
$309K ﹤0.01%
3,537
+43
1044
$309K ﹤0.01%
+1,134
1045
$307K ﹤0.01%
1,150
+177
1046
$306K ﹤0.01%
13,326
+4,038
1047
$305K ﹤0.01%
11,942
+175
1048
$303K ﹤0.01%
3,740
-24
1049
$302K ﹤0.01%
5,106
+128
1050
$302K ﹤0.01%
+1,775
40 41
42
43 44