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
201
$1.46M 0.04%
20,487
+1,200
202
$1.41M 0.04%
15,533
-2,155
203
$1.4M 0.04%
31,147
-11,682
204
$1.37M 0.04%
9,989
-1,121
205
$1.36M 0.04%
9,649
-701
206
$1.35M 0.04%
14,079
+109
207
$1.33M 0.04%
6,023
-632
208
$1.28M 0.04%
7,453
+4
209
$1.28M 0.04%
12,607
-1,061
210
$1.27M 0.04%
8,300
-2,376
211
$1.26M 0.04%
80,102
-46,758
212
$1.23M 0.03%
19,019
-1,693
213
$1.18M 0.03%
5,603
+474
214
$1.15M 0.03%
25,810
-3,946
215
$1.12M 0.03%
17,020
+200
216
$1.12M 0.03%
12,458
+1,003
217
$1.12M 0.03%
3,422
-324
218
$1.11M 0.03%
9,770
+316
219
$1.11M 0.03%
10,943
+655
220
$1.09M 0.03%
7,630
+1,595
221
$1.08M 0.03%
2,961
+62
222
$1.07M 0.03%
27,430
-701
223
$1.05M 0.03%
7,580
-939
224
$1.05M 0.03%
12,781
-47,772
225
$1.05M 0.03%
2,718
+390
7 8
9
10 11