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
101
$25.7M 0.2%
328,160
+6,364
102
$25.2M 0.19%
280,446
-80,987
103
$25M 0.19%
636,012
+81,055
104
$24.6M 0.19%
190,178
-16,389
105
$24.4M 0.19%
673,833
-776,260
106
$24.2M 0.19%
199,027
+64,570
107
$24M 0.19%
284,808
+3,080
108
$24M 0.19%
78,319
-371
109
$23.7M 0.18%
169,621
+77,448
110
$23.2M 0.18%
250,312
+75,819
111
$23M 0.18%
245,358
-40,380
112
$23M 0.18%
88,671
+5,739
113
$22.5M 0.17%
43,822
+5,555
114
$22.5M 0.17%
134,459
+3,932
115
$22.4M 0.17%
+261,980
116
$21.9M 0.17%
187,793
+127,645
117
$21.6M 0.17%
301,572
+16,869
118
$21M 0.16%
211,961
+767
119
$20.9M 0.16%
109,855
+7,728
120
$20.3M 0.16%
+126,955
121
$20M 0.15%
25
122
$19.8M 0.15%
224,915
-5,481
123
$19.1M 0.15%
256,053
+197,115
124
$18.8M 0.14%
318,776
-126,283
125
$18.8M 0.14%
116,967
-55,098
3 4
5
6 7