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
1
$951M 7.32%
3,458,636
+249,717
2
$935M 7.2%
+33,619,549
3
$353M 2.72%
5,051,836
+932,456
4
$337M 2.59%
1,516,003
+64,408
5
$301M 2.32%
3,247,550
-24,456
6
$285M 2.2%
+5,261,045
7
$256M 1.98%
682,974
+62,618
8
$251M 1.93%
3,176,770
+2,965,656
9
$243M 1.87%
2,244,064
+93,860
10
$216M 1.67%
5,627,695
+683,205
11
$203M 1.57%
1,068,948
+130,698
12
$200M 1.54%
2,558,043
+2,234,266
13
$166M 1.28%
1,577,162
+264,260
14
$131M 1.01%
1,124,773
-174,453
15
$129M 0.99%
447,351
-12,609
16
$126M 0.97%
730,590
-38,256
17
$121M 0.93%
227,315
-20,589
18
$116M 0.9%
4,319,252
+3,954,483
19
$111M 0.86%
4,207,753
+2,735,103
20
$109M 0.84%
189,614
+15,982
21
$99.5M 0.77%
2,159,182
+377,406
22
$99.3M 0.77%
949,474
+13,793
23
$97.3M 0.75%
117,791
+16,056
24
$94.6M 0.73%
1,805,801
+296,994
25
$93.7M 0.72%
3,556,648
+570,359
1
2 3 4 5