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
151
$15M 0.12%
67,340
+3,100
152
$14.9M 0.11%
268,940
+39,122
153
$14.9M 0.11%
140,816
+34,568
154
$14.8M 0.11%
62,491
+25,155
155
$14.7M 0.11%
73,560
+6,882
156
$14.6M 0.11%
182,411
-22,136
157
$14.2M 0.11%
89,155
+1,682
158
$14.1M 0.11%
350,230
-8,828
159
$14.1M 0.11%
196,331
+40,178
160
$14M 0.11%
351,651
-100,474
161
$14M 0.11%
289,382
-50,566
162
$14M 0.11%
52,033
+26,548
163
$14M 0.11%
51,390
+1,697
164
$13.9M 0.11%
54,251
+31,475
165
$13.9M 0.11%
113,582
+17,369
166
$13.7M 0.11%
14,696
+622
167
$12.8M 0.1%
171,743
-48,495
168
$12.8M 0.1%
253,818
-58,954
169
$12.2M 0.09%
83,058
+42,654
170
$12.1M 0.09%
510,780
+158,894
171
$12M 0.09%
301,566
+128,478
172
$11.8M 0.09%
259,797
-356,142
173
$11.7M 0.09%
35,307
+29,061
174
$11.6M 0.09%
537,515
+7,361
175
$11.6M 0.09%
21,092
+327
5 6
7
8 9