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
$3.54B
AUM Growth
-$465M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
701
New
Increased
Reduced
Closed

Top Buys

1
+$182M
2
+$41.9M
3
+$38M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$20.3M
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$11.1M

Top Sells

1
+$109M
2
+$39M
3
+$37.5M
4
AAPL icon
Apple
AAPL
+$7.65M
5
APD icon
Air Products & Chemicals
APD
+$7.55M

Sector Composition

1 Technology 6.04%
2 Financials 3.8%
3 Healthcare 3.18%
4 Consumer Discretionary 2.5%
5 Consumer Staples 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$6.2M 0.18%
36,827
-1,340
102
$5.92M 0.17%
26,545
+288
103
$5.86M 0.17%
54,151
+12,446
104
$5.85M 0.17%
85,637
+16,150
105
$5.82M 0.16%
24,694
-2,458
106
$5.65M 0.16%
124,865
-10,915
107
$5.57M 0.16%
53,038
+626
108
$5.47M 0.15%
185,605
+44,260
109
$5.44M 0.15%
114,317
-70,001
110
$5.44M 0.15%
71,180
+42,533
111
$5.43M 0.15%
145,290
+17,558
112
$5.38M 0.15%
116,926
+23,578
113
$5.38M 0.15%
47,312
+44,665
114
$5.35M 0.15%
116,718
+45,785
115
$5.35M 0.15%
65,211
+14,019
116
$5.32M 0.15%
60,843
+14,040
117
$5.26M 0.15%
179,626
+4,268
118
$5.22M 0.15%
21,706
-31,405
119
$4.91M 0.14%
77,645
+20,597
120
$4.91M 0.14%
323,860
-35,510
121
$4.78M 0.14%
29,989
+7,743
122
$4.77M 0.13%
9,278
+356
123
$4.69M 0.13%
51,383
+10,996
124
$4.65M 0.13%
63,319
+17,764
125
$4.59M 0.13%
32,536
+28,500
3 4
5
6 7