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
151
$4.48M 0.1%
82,267
-13,975
152
$4.22M 0.09%
17,694
-1,016
153
$4.16M 0.09%
11,066
-195
154
$4.15M 0.09%
19,652
-642
155
$3.99M 0.09%
8,445
+149
156
$3.91M 0.09%
309,999
+18,356
157
$3.89M 0.09%
72,702
-15,172
158
$3.8M 0.08%
10,460
-62
159
$3.67M 0.08%
37,421
+574
160
$3.66M 0.08%
6,352
-16,120
161
$3.61M 0.08%
58,226
+6,738
162
$3.6M 0.08%
51,797
+1,816
163
$3.55M 0.08%
46,038
-2,236
164
$3.49M 0.08%
12,222
+202
165
$3.47M 0.08%
10,337
-250
166
$3.37M 0.08%
33,685
+176
167
$3.35M 0.07%
+155,731
168
$3.33M 0.07%
19,442
-3,331
169
$3.3M 0.07%
88,414
-55,052
170
$3.29M 0.07%
13,595
+342
171
$3.27M 0.07%
21,483
-33
172
$3.08M 0.07%
60,864
-40,237
173
$3.06M 0.07%
32,972
+315
174
$3.06M 0.07%
56,678
-3,402
175
$3.02M 0.07%
94,014
+445
5 6
7
8 9