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
1051
$301K ﹤0.01%
923
-33
1052
$301K ﹤0.01%
36,561
+4,691
1053
$300K ﹤0.01%
5,148
+823
1054
$299K ﹤0.01%
1,513
-80
1055
$296K ﹤0.01%
16,727
-4,661
1056
$294K ﹤0.01%
222
-14,914
1057
$294K ﹤0.01%
5,878
1058
$294K ﹤0.01%
52,254
+4,241
1059
$293K ﹤0.01%
35,701
+12,007
1060
$293K ﹤0.01%
2,424
1061
$293K ﹤0.01%
3,825
-550
1062
$293K ﹤0.01%
14,132
-254
1063
$292K ﹤0.01%
791
+26
1064
$292K ﹤0.01%
+5,145
1065
$292K ﹤0.01%
12,063
+1,737
1066
$292K ﹤0.01%
1,568
+13
1067
$290K ﹤0.01%
950
-505
1068
$290K ﹤0.01%
3,998
-255
1069
$289K ﹤0.01%
8,008
+2,069
1070
$289K ﹤0.01%
859
+24
1071
$289K ﹤0.01%
19,392
+5,758
1072
$289K ﹤0.01%
16,034
+975
1073
$288K ﹤0.01%
18,220
-178
1074
$288K ﹤0.01%
75,371
+7,203
1075
$287K ﹤0.01%
1,875
-22
41 42
43
44 45