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
1226
$214K ﹤0.01%
7,943
+224
1227
$213K ﹤0.01%
14,978
+4,154
1228
$213K ﹤0.01%
1,228
-28
1229
$213K ﹤0.01%
7,836
-277
1230
$212K ﹤0.01%
3,686
-62
1231
$211K ﹤0.01%
+7,450
1232
$211K ﹤0.01%
7,756
+214
1233
$211K ﹤0.01%
8,663
-647
1234
$211K ﹤0.01%
3,055
+123
1235
$211K ﹤0.01%
+27,000
1236
$209K ﹤0.01%
7,960
1237
$209K ﹤0.01%
+7,524
1238
$209K ﹤0.01%
4,772
-650
1239
$208K ﹤0.01%
3,019
-241
1240
$208K ﹤0.01%
45,934
+2,581
1241
$207K ﹤0.01%
8,161
-5,410
1242
$207K ﹤0.01%
2,169
+187
1243
$207K ﹤0.01%
4,752
-840
1244
$207K ﹤0.01%
3,298
-602
1245
$207K ﹤0.01%
+4,842
1246
$206K ﹤0.01%
7,020
-511
1247
$206K ﹤0.01%
11,038
+18
1248
$206K ﹤0.01%
2,231
+1
1249
$206K ﹤0.01%
+1,381
1250
$206K ﹤0.01%
3,190
-338
48 49
50
51 52