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
1126
$256K ﹤0.01%
+3,673
1127
$256K ﹤0.01%
+10,206
1128
$256K ﹤0.01%
3,755
1129
$256K ﹤0.01%
+5,102
1130
$255K ﹤0.01%
3,777
+704
1131
$255K ﹤0.01%
3,619
-322
1132
$255K ﹤0.01%
+2,313
1133
$255K ﹤0.01%
+1,207
1134
$254K ﹤0.01%
2,875
1135
$254K ﹤0.01%
6,544
+485
1136
$253K ﹤0.01%
50,361
-153
1137
$253K ﹤0.01%
3,851
-42
1138
$253K ﹤0.01%
723
-30
1139
$252K ﹤0.01%
3,610
-415
1140
$251K ﹤0.01%
825
-57
1141
$251K ﹤0.01%
+3,285
1142
$251K ﹤0.01%
2,393
-1,342
1143
$250K ﹤0.01%
14,803
+1,171
1144
$250K ﹤0.01%
2,519
-417
1145
$250K ﹤0.01%
3,197
+1,054
1146
$249K ﹤0.01%
5,307
-4,316
1147
$248K ﹤0.01%
1,988
+30
1148
$248K ﹤0.01%
8,390
+7
1149
$248K ﹤0.01%
4,765
-107
1150
$248K ﹤0.01%
84,863
+1,928
44 45
46
47 48