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
176
$11.2M 0.09%
55,942
+256
177
$10.8M 0.08%
98,522
+56,800
178
$10.7M 0.08%
377,746
-3,873
179
$10.6M 0.08%
53,311
+4,536
180
$10.6M 0.08%
80,653
-77,300
181
$10.3M 0.08%
335,669
-105,248
182
$10.3M 0.08%
104,166
-7,227
183
$10.3M 0.08%
128,399
-4,146
184
$10.2M 0.08%
89,478
+5,511
185
$10.2M 0.08%
190,524
-28,278
186
$10.2M 0.08%
134,201
+92,124
187
$10.2M 0.08%
74,136
+30,967
188
$10.1M 0.08%
92,747
-5,661
189
$10.1M 0.08%
345,927
+178,690
190
$10.1M 0.08%
127,534
-54,161
191
$9.92M 0.08%
423,335
+4,313
192
$9.73M 0.08%
15,846
+710
193
$9.7M 0.07%
194,388
-60,454
194
$9.47M 0.07%
61,393
-3,020
195
$9.39M 0.07%
40,261
+3,080
196
$9.28M 0.07%
11,656
-9,593
197
$9.27M 0.07%
150,155
-5,888
198
$9.23M 0.07%
146,276
-2,733
199
$9.17M 0.07%
354,033
-11,216
200
$9.16M 0.07%
2,250,455
+337,508
6 7
8
9 10