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
1101
$270K ﹤0.01%
+1,518
1102
$269K ﹤0.01%
24,281
-2,810
1103
$268K ﹤0.01%
+10,150
1104
$268K ﹤0.01%
37
-10
1105
$267K ﹤0.01%
3,191
-212
1106
$266K ﹤0.01%
3,282
-470
1107
$265K ﹤0.01%
+2,518
1108
$264K ﹤0.01%
10,743
-829
1109
$264K ﹤0.01%
1,755
-207
1110
$264K ﹤0.01%
9,224
+6
1111
$263K ﹤0.01%
2,492
-23
1112
$263K ﹤0.01%
2,253
+565
1113
$263K ﹤0.01%
3,467
+359
1114
$262K ﹤0.01%
3,367
+176
1115
$262K ﹤0.01%
1,565
-26
1116
$262K ﹤0.01%
+6,400
1117
$262K ﹤0.01%
7,302
+273
1118
$261K ﹤0.01%
5,041
+808
1119
$261K ﹤0.01%
1,164
-170
1120
$261K ﹤0.01%
771
+15
1121
$260K ﹤0.01%
5,292
-89
1122
$260K ﹤0.01%
1,823
+127
1123
$259K ﹤0.01%
3,646
+100
1124
$259K ﹤0.01%
5,865
1125
$257K ﹤0.01%
6,318
-1,653
43 44
45
46 47