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
176
$3.02M 0.07%
14,225
+349
177
$2.93M 0.07%
31,506
+526
178
$2.81M 0.06%
13,374
+742
179
$2.8M 0.06%
117,715
+20,535
180
$2.79M 0.06%
28,527
-232
181
$2.79M 0.06%
18,364
-156
182
$2.76M 0.06%
27,299
-1,964
183
$2.64M 0.06%
20,718
-698
184
$2.58M 0.06%
48,730
+3,290
185
$2.57M 0.06%
25,836
-150
186
$2.52M 0.06%
18,740
+7
187
$2.5M 0.06%
37,379
-2,720
188
$2.48M 0.06%
25,020
+4,498
189
$2.48M 0.06%
10,156
-1,805
190
$2.48M 0.06%
13,327
+142
191
$2.45M 0.05%
127,070
+6,651
192
$2.43M 0.05%
37,830
+1,560
193
$2.42M 0.05%
10,830
-336
194
$2.42M 0.05%
18,446
-785
195
$2.39M 0.05%
+288,731
196
$2.38M 0.05%
57,916
-12,653
197
$2.38M 0.05%
12,569
-97
198
$2.35M 0.05%
11,771
+114
199
$2.34M 0.05%
10,228
-87
200
$2.33M 0.05%
31,619
-8,290
6 7
8
9 10