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
$4.5B
AUM Growth
+$429M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
881
New
Increased
Reduced
Closed

Top Buys

1
+$43.9M
2
+$38.9M
3
+$32.1M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$12.5M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$11.1M

Top Sells

1
+$67.6M
2
+$11.4M
3
+$9.29M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$8.9M
5
CLX icon
Clorox
CLX
+$8.4M

Sector Composition

1 Technology 7.81%
2 Financials 4.99%
3 Healthcare 4%
4 Consumer Discretionary 3.19%
5 Consumer Staples 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$8.64M 0.19%
+102,424
102
$8.6M 0.19%
100,512
+10,725
103
$8.55M 0.19%
88,903
-5,028
104
$8.49M 0.19%
83,909
-1,248
105
$8.39M 0.19%
64,923
+6,632
106
$8.32M 0.19%
40,754
+11,127
107
$8.28M 0.18%
176,479
+157,084
108
$8.16M 0.18%
52,639
109
$8.13M 0.18%
92,568
+4,066
110
$7.91M 0.18%
193,433
-1,173
111
$7.81M 0.17%
216,666
+26,322
112
$7.75M 0.17%
47,483
-43,783
113
$7.71M 0.17%
483,282
-33,603
114
$7.69M 0.17%
105,036
-36,923
115
$7.51M 0.17%
66,966
+62,004
116
$7.21M 0.16%
25,117
-8,887
117
$7.13M 0.16%
71,841
-72,212
118
$7.08M 0.16%
135,214
+119,763
119
$7.07M 0.16%
87,648
-83,657
120
$7.06M 0.16%
36,373
+965
121
$7.04M 0.16%
142,604
+131,294
122
$7M 0.16%
48,912
+914
123
$6.74M 0.15%
80,186
+445
124
$6.72M 0.15%
56,199
+6,115
125
$6.67M 0.15%
29,589
+1,104
3 4
5
6 7