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
1276
$175K ﹤0.01%
13,276
-3,320
1277
$175K ﹤0.01%
12,573
-7,393
1278
$173K ﹤0.01%
11,047
+70
1279
$170K ﹤0.01%
17,014
+343
1280
$165K ﹤0.01%
14,000
1281
$164K ﹤0.01%
10,947
-609
1282
$163K ﹤0.01%
22,352
+610
1283
$161K ﹤0.01%
52,395
+19,918
1284
$161K ﹤0.01%
15,347
-1,085
1285
$159K ﹤0.01%
11,900
-25,770
1286
$152K ﹤0.01%
15,000
1287
$146K ﹤0.01%
22,136
-472
1288
$145K ﹤0.01%
11,090
-903
1289
$138K ﹤0.01%
14,184
+869
1290
$137K ﹤0.01%
+13,899
1291
$137K ﹤0.01%
15,770
-5,678
1292
$136K ﹤0.01%
12,144
+515
1293
$134K ﹤0.01%
10,361
-145
1294
$131K ﹤0.01%
23,422
+7,176
1295
$130K ﹤0.01%
20,158
1296
$130K ﹤0.01%
118,500
1297
$128K ﹤0.01%
10,967
1298
$128K ﹤0.01%
19,065
1299
$128K ﹤0.01%
10,298
-910
1300
$125K ﹤0.01%
+13,372
50 51
52
53 54