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
1176
$237K ﹤0.01%
3,296
-891
1177
$237K ﹤0.01%
+2,603
1178
$235K ﹤0.01%
6,498
-517
1179
$235K ﹤0.01%
+7,568
1180
$235K ﹤0.01%
4,772
-389
1181
$235K ﹤0.01%
16,274
-1,627
1182
$234K ﹤0.01%
+1,204
1183
$234K ﹤0.01%
126
-182
1184
$234K ﹤0.01%
2,769
-7
1185
$233K ﹤0.01%
5,048
+621
1186
$232K ﹤0.01%
3,246
+191
1187
$232K ﹤0.01%
99,571
+31,746
1188
$232K ﹤0.01%
+6,458
1189
$231K ﹤0.01%
10,423
-123
1190
$229K ﹤0.01%
1,460
1191
$228K ﹤0.01%
2,511
+191
1192
$227K ﹤0.01%
+1,746
1193
$227K ﹤0.01%
2,576
-104
1194
$227K ﹤0.01%
5,750
-558
1195
$226K ﹤0.01%
14,861
-3,765
1196
$226K ﹤0.01%
+6,663
1197
$226K ﹤0.01%
3,706
-258
1198
$225K ﹤0.01%
6,880
-694
1199
$225K ﹤0.01%
3,058
-109
1200
$225K ﹤0.01%
478
+12
46 47
48
49 50