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
1201
$224K ﹤0.01%
6,211
-562
1202
$224K ﹤0.01%
4,513
1203
$223K ﹤0.01%
6,797
+10
1204
$222K ﹤0.01%
2,495
1205
$221K ﹤0.01%
3,303
+38
1206
$220K ﹤0.01%
+5,444
1207
$219K ﹤0.01%
+2,580
1208
$219K ﹤0.01%
10,973
+270
1209
$219K ﹤0.01%
2,646
-441
1210
$218K ﹤0.01%
12,221
-1,405
1211
$218K ﹤0.01%
+10,899
1212
$218K ﹤0.01%
5,416
1213
$217K ﹤0.01%
4,178
-817
1214
$217K ﹤0.01%
2,056
-79
1215
$217K ﹤0.01%
+702
1216
$216K ﹤0.01%
13,513
-431
1217
$216K ﹤0.01%
+2,655
1218
$216K ﹤0.01%
7,774
+3
1219
$216K ﹤0.01%
1,424
1220
$216K ﹤0.01%
29,493
+519
1221
$215K ﹤0.01%
1,356
-317
1222
$215K ﹤0.01%
27,689
-48,123
1223
$215K ﹤0.01%
1,927
-252
1224
$214K ﹤0.01%
+2,121
1225
$214K ﹤0.01%
5,866
+144
47 48
49
50 51