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
1251
$206K ﹤0.01%
667
-186
1252
$205K ﹤0.01%
6,222
-1,252
1253
$205K ﹤0.01%
19,429
-352
1254
$205K ﹤0.01%
+7,745
1255
$204K ﹤0.01%
+5,832
1256
$203K ﹤0.01%
+4,314
1257
$203K ﹤0.01%
1,368
+18
1258
$202K ﹤0.01%
+8,477
1259
$202K ﹤0.01%
32,843
+281
1260
$202K ﹤0.01%
1,496
-343
1261
$202K ﹤0.01%
2,060
+174
1262
$201K ﹤0.01%
9,663
+95
1263
$200K ﹤0.01%
+3,947
1264
$200K ﹤0.01%
+5,000
1265
$200K ﹤0.01%
12,408
-208
1266
$198K ﹤0.01%
15,171
-18,666
1267
$197K ﹤0.01%
+10,000
1268
$188K ﹤0.01%
15,096
+108
1269
$187K ﹤0.01%
23,620
+34
1270
$187K ﹤0.01%
12,880
-6,890
1271
$186K ﹤0.01%
26,230
+3,399
1272
$183K ﹤0.01%
13,415
-2,225
1273
$182K ﹤0.01%
42,675
1274
$181K ﹤0.01%
+15,544
1275
$179K ﹤0.01%
11,506
-1,605
49 50
51
52 53