SFA

Sequoia Financial Advisors Portfolio holdings

AUM $17.8B
1-Year Est. Return 21.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.23%
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
in Stake 		Capital Flow
1401
– –
-6,298
1402
– –
-13,043
1403
– –
-9,231
1404
– –
-1,780
1405
– –
-2,500
1406
– –
-3,250
1407
– –
-1,483
1408
– –
-12,427
1409
– –
-14,453
1410
– –
-18,149
1411
– –
-4,173
1412
– –
-55,087
1413
– –
-4,382
1414
– –
-10,150
1415
– –
-2,685
1416
– –
-25,597
1417
– –
-12,338
1418
– –
-14,941
1419
– –
-19,484
1420
– –
-10,683
1421
– –
-16,719
1422
– –
-11,774
1423
– –
-18,202
1424
– –
-2,000
1425
– –
-11,814
55 56
57
58 59