SFA

Sequoia Financial Advisors Portfolio holdings

AUM $17.9B
1-Year Est. Return 20.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.32%
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
+$940M
2
+$293M
3
+$233M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$173M
5
DIHP icon
Dimensional International High Profitability ETF
DIHP
+$106M

Top Sells

1
+$42.4M
2
+$28.4M
3
+$27.4M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$25.8M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$20.9M

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
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