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
1301
$124K ﹤0.01%
12,398
-1,377
1302
$123K ﹤0.01%
17,385
+387
1303
$119K ﹤0.01%
27,553
+93
1304
$116K ﹤0.01%
+3,322
1305
$111K ﹤0.01%
49,906
+36,177
1306
$109K ﹤0.01%
29,156
-6,259
1307
$107K ﹤0.01%
24,096
+260
1308
$106K ﹤0.01%
+10,677
1309
$105K ﹤0.01%
30,488
1310
$102K ﹤0.01%
16,525
+3,225
1311
$101K ﹤0.01%
57,435
+803
1312
$98K ﹤0.01%
25,734
-1,972
1313
$97K ﹤0.01%
16,579
1314
$95.9K ﹤0.01%
15,905
-6,972
1315
$89.8K ﹤0.01%
20,547
+1,000
1316
$89.2K ﹤0.01%
12,577
-1,041
1317
$82.7K ﹤0.01%
16,345
1318
$81.7K ﹤0.01%
13,877
1319
$81.1K ﹤0.01%
70,500
-24,500
1320
$81K ﹤0.01%
21,721
+534
1321
$80.9K ﹤0.01%
16,922
-9,386
1322
$80.5K ﹤0.01%
17,269
-5,017
1323
$76.1K ﹤0.01%
10,354
-2,895
1324
$73K ﹤0.01%
12,648
-330
1325
$72.2K ﹤0.01%
10,435
-5,400
51 52
53
54 55