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
1326
$71.5K ﹤0.01%
12,751
+113
1327
$66.9K ﹤0.01%
13,888
-3,861
1328
$66.7K ﹤0.01%
+12,605
1329
$64.6K ﹤0.01%
+11,840
1330
$64.1K ﹤0.01%
6,775
+6,292
1331
$60.4K ﹤0.01%
+20,067
1332
$59.2K ﹤0.01%
101,720
+7,904
1333
$57.2K ﹤0.01%
10,120
1334
$54.1K ﹤0.01%
12,792
-657
1335
$53.1K ﹤0.01%
27,934
-2,942
1336
$51.9K ﹤0.01%
32,245
-2,139
1337
$50.8K ﹤0.01%
10,155
-3,500
1338
$42K ﹤0.01%
45,000
1339
$37.1K ﹤0.01%
13,061
-11,310
1340
$33.2K ﹤0.01%
10,634
-1
1341
$29.2K ﹤0.01%
11,867
+1,639
1342
$28.6K ﹤0.01%
16,932
1343
$26.5K ﹤0.01%
12,039
1344
$26K ﹤0.01%
22,646
-9,853
1345
$25.9K ﹤0.01%
63,613
+3,400
1346
$25.7K ﹤0.01%
31,000
1347
$22.2K ﹤0.01%
10,190
1348
$15.8K ﹤0.01%
10,547
-336
1349
$11.1K ﹤0.01%
1,101
-9
1350
$10.7K ﹤0.01%
15,976
-81
52 53
54
55 56