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
1
$386M 10.91%
2,044,316
+10,988
2
$281M 7.93%
2,637,724
+1,714,842
3
$206M 5.82%
3,608,898
+133,627
4
$178M 5.02%
1,746,368
-20,021
5
$139M 3.92%
2,463,630
+73,939
6
$76.4M 2.16%
2,697,237
+82,316
7
$75.7M 2.14%
1,626,298
+50,304
8
$69.8M 1.97%
1,713,049
-12,081
9
$69.2M 1.96%
506,359
-55,945
10
$61.8M 1.75%
2,338,601
+766,566
11
$57.8M 1.63%
1,256,377
-44,781
12
$56.7M 1.61%
3,811,839
-265,542
13
$55.2M 1.56%
658,155
-19,717
14
$49.6M 1.4%
375,854
-30,287
15
$46.9M 1.33%
182,608
-10,154
16
$46.6M 1.32%
503,707
+411,559
17
$41.9M 1.19%
+436,777
18
$40.2M 1.14%
417,818
+11,517
19
$39.1M 1.11%
782,915
+98,711
20
$38.9M 1.1%
1,623,162
-115,772
21
$33.8M 0.96%
123,934
-826
22
$30.4M 0.86%
80,060
-12,224
23
$28.2M 0.8%
557,363
+67,513
24
$26.6M 0.75%
525,978
+89,882
25
$25.3M 0.71%
237,751
-10,509
1
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