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
201
$2.32M 0.05%
33,467
+1,454
202
$2.31M 0.05%
42,860
+15,518
203
$2.31M 0.05%
80,713
+361
204
$2.31M 0.05%
60,859
-9,632
205
$2.26M 0.05%
7,153
-146
206
$2.21M 0.05%
97,611
-285
207
$2.17M 0.05%
24,748
+5,087
208
$2.17M 0.05%
19,796
-2,009
209
$2.15M 0.05%
14,212
-172
210
$2.13M 0.05%
12,831
+1,470
211
$2.11M 0.05%
64,551
-143,031
212
$2.09M 0.05%
39,988
+19,712
213
$2.08M 0.05%
13,525
-568
214
$2.07M 0.05%
5,379
+379
215
$2.07M 0.05%
4,507
+146
216
$2.02M 0.04%
22,180
-787
217
$1.91M 0.04%
63,393
-3,318
218
$1.91M 0.04%
71,154
+422
219
$1.89M 0.04%
83,226
-13,087
220
$1.89M 0.04%
26,395
-574
221
$1.88M 0.04%
17,832
-2,248
222
$1.88M 0.04%
5,292
+513
223
$1.88M 0.04%
13,453
+5,150
224
$1.88M 0.04%
11,368
+2,297
225
$1.87M 0.04%
19,756
-1,581
7 8
9
10 11