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
1076
$287K ﹤0.01%
4,841
-84
1077
$286K ﹤0.01%
4,719
-203
1078
$284K ﹤0.01%
15,396
-444
1079
$284K ﹤0.01%
2,244
+202
1080
$283K ﹤0.01%
3,403
+630
1081
$283K ﹤0.01%
4,754
+1,006
1082
$281K ﹤0.01%
5,662
-1
1083
$281K ﹤0.01%
10,463
-50,910
1084
$281K ﹤0.01%
3,155
-38
1085
$280K ﹤0.01%
+4,596
1086
$279K ﹤0.01%
1,153
+101
1087
$279K ﹤0.01%
4,850
-40
1088
$279K ﹤0.01%
5,623
+35
1089
$279K ﹤0.01%
+2,070
1090
$279K ﹤0.01%
12,737
+1,108
1091
$278K ﹤0.01%
4,033
-1,799
1092
$277K ﹤0.01%
16,036
-30
1093
$277K ﹤0.01%
1,266
+19
1094
$277K ﹤0.01%
3,901
+595
1095
$276K ﹤0.01%
3,823
-93
1096
$276K ﹤0.01%
2,727
+172
1097
$276K ﹤0.01%
2,072
+82
1098
$272K ﹤0.01%
5,920
-19
1099
$272K ﹤0.01%
+5,360
1100
$271K ﹤0.01%
2,797
+52
42 43
44
45 46