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
$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
126
$18.4M 0.14%
1,263,454
-155,869
127
$18.4M 0.14%
312,848
+291,067
128
$18.1M 0.14%
82,131
+17,152
129
$18M 0.14%
397,637
-101,487
130
$18M 0.14%
117,054
+4,687
131
$18M 0.14%
360,634
+6,206
132
$17.7M 0.14%
670,119
-3,548
133
$17.6M 0.14%
152,187
-83,968
134
$17.2M 0.13%
72,690
-899
135
$17M 0.13%
238,789
-18,222
136
$16.9M 0.13%
175,357
-96,180
137
$16.8M 0.13%
209,308
+127
138
$16.7M 0.13%
65,781
+60,151
139
$16.7M 0.13%
636,692
+3,799
140
$16.7M 0.13%
404,406
+35,498
141
$16.6M 0.13%
58,739
+519
142
$16.5M 0.13%
499,003
+29,451
143
$16M 0.12%
76,573
+6,978
144
$15.8M 0.12%
159,780
-6,848
145
$15.8M 0.12%
426,880
-18,379
146
$15.6M 0.12%
86,828
+591
147
$15.6M 0.12%
526,868
-16,329
148
$15.5M 0.12%
49,694
+27,594
149
$15.4M 0.12%
518,195
-62,447
150
$15.3M 0.12%
77,491
+73,760
4 5
6
7 8