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
1151
$248K ﹤0.01%
8,829
-6
1152
$248K ﹤0.01%
+3,153
1153
$248K ﹤0.01%
15,096
1154
$247K ﹤0.01%
+7,741
1155
$247K ﹤0.01%
+10,191
1156
$246K ﹤0.01%
+10,100
1157
$245K ﹤0.01%
+1,937
1158
$244K ﹤0.01%
2,037
-90
1159
$244K ﹤0.01%
2,764
-72
1160
$243K ﹤0.01%
1,865
-594
1161
$243K ﹤0.01%
27,861
+7,519
1162
$242K ﹤0.01%
2,620
+477
1163
$242K ﹤0.01%
3,607
-60
1164
$242K ﹤0.01%
3,433
1165
$242K ﹤0.01%
2,767
+285
1166
$241K ﹤0.01%
12,737
+1,616
1167
$240K ﹤0.01%
16,029
-108
1168
$240K ﹤0.01%
1,871
-240
1169
$240K ﹤0.01%
8,360
-1,686
1170
$239K ﹤0.01%
1,595
+8
1171
$239K ﹤0.01%
6,860
-590
1172
$239K ﹤0.01%
4,076
-384
1173
$239K ﹤0.01%
778
+46
1174
$237K ﹤0.01%
5,949
-3,843
1175
$237K ﹤0.01%
20,633
-8,426
45 46
47
48 49