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
1
$460M 10.23%
2,255,557
+54,319
2
$253M 5.62%
4,080,175
+123,405
3
$185M 4.11%
2,938,291
+60,638
4
$182M 4.03%
1,821,949
+64,463
5
$123M 2.74%
746,974
+23,547
6
$122M 2.7%
1,129,498
+361,437
7
$119M 2.65%
3,811,771
+140,380
8
$89M 1.98%
3,092,291
+330,830
9
$85.5M 1.9%
1,858,853
+89,136
10
$73.9M 1.64%
811,146
+11,387
11
$72.9M 1.62%
1,641,283
-16,769
12
$66M 1.47%
228,774
+5,047
13
$63.8M 1.42%
1,319,588
-34,979
14
$62.3M 1.39%
644,387
+31,098
15
$61.6M 1.37%
1,234,695
-49,881
16
$56.1M 1.25%
406,503
-7,793
17
$55.9M 1.24%
1,102,852
+632,786
18
$53.9M 1.2%
3,344,826
-170,532
19
$49.6M 1.1%
160,692
+9,842
20
$45.6M 1.01%
451,616
+8,993
21
$43.9M 0.98%
+1,033,296
22
$38.4M 0.85%
372,103
+40,615
23
$38.4M 0.85%
753,610
+51,762
24
$38.3M 0.85%
334,136
+24,242
25
$37.6M 0.83%
91,360
-1,938
1
2 3 4 5