SFA

Sequoia Financial Advisors Portfolio holdings

AUM $16.4B
1-Year Est. Return 19%
This Quarter Est. Return
1 Year Est. Return
+19%
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
1401
– –
-1,231
1402
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-10,628
1403
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-2,745
1404
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-34,774
1405
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1406
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-6,512
1407
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-2,262
1408
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-1,328
1409
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-6,298
1410
– –
-13,043
1411
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-9,231
1412
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-1,780
1413
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-2,500
1414
– –
-3,250
1415
– –
-1,483
1416
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-12,427
1417
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-14,453
1418
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1419
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1420
– –
-55,087
1421
– –
-4,382
1422
– –
-10,150
1423
– –
-2,685
1424
– –
-25,597
1425
– –
-12,338
55 56
57
58 59