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
151
$2.71M 0.08%
24,984
+2,022
152
$2.63M 0.07%
27,027
-3,863
153
$2.47M 0.07%
31,876
-3,802
154
$2.44M 0.07%
25,343
-4,339
155
$2.42M 0.07%
23,919
+57
156
$2.39M 0.07%
+35,072
157
$2.36M 0.07%
69,879
-10,235
158
$2.32M 0.07%
30,781
-4,191
159
$2.31M 0.07%
9,511
-2,189
160
$2.29M 0.06%
206,204
-50,104
161
$2.24M 0.06%
24,580
-562
162
$2.24M 0.06%
47,163
-79,249
163
$2.19M 0.06%
10,031
-1,254
164
$2.19M 0.06%
17,217
+592
165
$2.16M 0.06%
102,873
-37,847
166
$2.15M 0.06%
52,729
+10,746
167
$2.14M 0.06%
6,601
-1,842
168
$2.12M 0.06%
63,919
-1,427
169
$2.11M 0.06%
33,468
+2,782
170
$2.1M 0.06%
6,665
+351
171
$2.09M 0.06%
74,856
+2,190
172
$2.09M 0.06%
15,159
+475
173
$2.03M 0.06%
4,719
-1,243
174
$2M 0.06%
64,237
+2,995
175
$2M 0.06%
95,436
-52,065
5 6
7
8 9