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
201
$9.04M 0.07%
356,705
+78,626
202
$8.95M 0.07%
596,294
+109,454
203
$8.91M 0.07%
146,132
-5,568
204
$8.78M 0.07%
59,161
+4,950
205
$8.68M 0.07%
200,230
-712
206
$8.68M 0.07%
+78,126
207
$8.55M 0.07%
31,372
+1,015
208
$8.49M 0.07%
23,502
+2,932
209
$8.42M 0.06%
104,755
+4,713
210
$8.42M 0.06%
6,086
-432
211
$8.34M 0.06%
163,984
-6,005
212
$8.26M 0.06%
61,502
-2,568
213
$8.2M 0.06%
86,074
-40,125
214
$8.16M 0.06%
125,277
+9,230
215
$8.02M 0.06%
48,340
-538
216
$7.97M 0.06%
148,717
+4,846
217
$7.87M 0.06%
172,333
-34,272
218
$7.81M 0.06%
84,943
+19,761
219
$7.8M 0.06%
37,779
+5,601
220
$7.76M 0.06%
66,933
+4,577
221
$7.69M 0.06%
34,669
+5,513
222
$7.54M 0.06%
77,029
+8,609
223
$7.28M 0.06%
65,000
-28,618
224
$7.27M 0.06%
172,295
+40,340
225
$7.2M 0.06%
155,577
-42,594
7 8
9
10 11