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
$3.54B
AUM Growth
-$465M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
701
New
Increased
Reduced
Closed

Top Buys

1
+$182M
2
+$41.9M
3
+$38M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$20.3M
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$11.1M

Top Sells

1
+$109M
2
+$39M
3
+$37.5M
4
AAPL icon
Apple
AAPL
+$7.65M
5
APD icon
Air Products & Chemicals
APD
+$7.55M

Sector Composition

1 Technology 6.04%
2 Financials 3.8%
3 Healthcare 3.18%
4 Consumer Discretionary 2.5%
5 Consumer Staples 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.42M 0.12%
22,407
+1,600
127
$4.35M 0.12%
60,822
-4,194
128
$4.29M 0.12%
179,610
+31,461
129
$4.26M 0.12%
66,992
+17,499
130
$4.15M 0.12%
79,170
-1,171
131
$4.13M 0.12%
131,250
-33,864
132
$4.07M 0.12%
22,285
-14,161
133
$4.04M 0.11%
52,816
+1,856
134
$4.02M 0.11%
80,469
-2,945
135
$3.84M 0.11%
32,660
+3,077
136
$3.78M 0.11%
50,345
+10,303
137
$3.78M 0.11%
16,881
-18,960
138
$3.62M 0.1%
+20,922
139
$3.51M 0.1%
21,761
-21,959
140
$3.44M 0.1%
68,193
-11,918
141
$3.4M 0.1%
83,293
+54,545
142
$3.32M 0.09%
22,890
-1,319
143
$3.32M 0.09%
9,572
-42
144
$3.26M 0.09%
43,360
-1,614
145
$3.22M 0.09%
102,052
+94,130
146
$3.17M 0.09%
28,833
-3,183
147
$2.95M 0.08%
14,988
-1,279
148
$2.84M 0.08%
10,242
+458
149
$2.81M 0.08%
67,572
+20,618
150
$2.79M 0.08%
146,509
+40,676
4 5
6
7 8