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
$4.5B
AUM Growth
+$429M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
881
New
Increased
Reduced
Closed

Top Buys

1
+$43.9M
2
+$38.9M
3
+$32.1M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$12.5M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$11.1M

Top Sells

1
+$67.6M
2
+$11.4M
3
+$9.29M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$8.9M
5
CLX icon
Clorox
CLX
+$8.4M

Sector Composition

1 Technology 7.81%
2 Financials 4.99%
3 Healthcare 4%
4 Consumer Discretionary 3.19%
5 Consumer Staples 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$6.65M 0.15%
304,155
-24,747
127
$6.61M 0.15%
31,188
+3,883
128
$6.47M 0.14%
129,405
+1,000
129
$6.46M 0.14%
13,671
+349
130
$6.35M 0.14%
275,875
-386,596
131
$6.24M 0.14%
256,008
-54,126
132
$6.17M 0.14%
81,374
+76,045
133
$5.98M 0.13%
173,004
+164,415
134
$5.96M 0.13%
37,426
+825
135
$5.94M 0.13%
99,090
+5,144
136
$5.91M 0.13%
241,024
-17,673
137
$5.8M 0.13%
60,079
+47,086
138
$5.73M 0.13%
58,275
+55,632
139
$5.52M 0.12%
+118,397
140
$5.36M 0.12%
44,104
+8,466
141
$5.14M 0.11%
43,869
-9,608
142
$4.95M 0.11%
53,713
+20,134
143
$4.78M 0.11%
57,753
-490
144
$4.74M 0.11%
25,857
+996
145
$4.74M 0.11%
380,727
+32,012
146
$4.69M 0.1%
16,760
-20,786
147
$4.64M 0.1%
13,524
+498
148
$4.61M 0.1%
102,113
+6,092
149
$4.51M 0.1%
+186,686
150
$4.49M 0.1%
6,091
-263
4 5
6
7 8