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
176
$1.96M 0.06%
15,318
-388
177
$1.93M 0.05%
23,088
-1,810
178
$1.93M 0.05%
30,832
-8,042
179
$1.92M 0.05%
22,528
-3,111
180
$1.92M 0.05%
39,457
-24,472
181
$1.89M 0.05%
10,730
-344
182
$1.86M 0.05%
75,742
-1,550
183
$1.85M 0.05%
31,456
+6,328
184
$1.83M 0.05%
12,955
-4,070
185
$1.82M 0.05%
10,211
-307
186
$1.82M 0.05%
8,104
+588
187
$1.8M 0.05%
26,934
-2,839
188
$1.79M 0.05%
96,313
189
$1.79M 0.05%
3,702
+282
190
$1.72M 0.05%
22,392
-2,946
191
$1.69M 0.05%
137,109
-40,237
192
$1.68M 0.05%
13,127
-4,643
193
$1.67M 0.05%
36,450
-4,609
194
$1.66M 0.05%
9,529
-342
195
$1.64M 0.05%
38,390
-1,170
196
$1.56M 0.04%
19,428
-769
197
$1.54M 0.04%
15,583
+3,394
198
$1.54M 0.04%
120,012
+5,667
199
$1.53M 0.04%
19,955
-1,844
200
$1.49M 0.04%
21,278
-2,393
6 7
8
9 10