SFA

Sequoia Financial Advisors Portfolio holdings

AUM $12.9B
AUM
$12.9B
AUM Growth
+$2.6B
Cap. Flow
+$2.94B
Cap. Flow %
22.74%
Top 10 Hldgs %
31.93%
Holding
1,463
New
129
Increased
656
Reduced
511
Closed
111

Top Buys

1
$935M
2
$285M
3
$234M
4
$175M
5
$107M

Top Sells

1
$28.1M
2
$28.1M
3
$25.9M
4
$20.3M
5
$19.8M

Sector Composition

1Technology10.94%
2Financials7.21%
3Consumer Discretionary5.11%
4Industrials4.31%
5Healthcare4.1%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$7.08M0.05%49,750
-3,009
-6%
-$428K
$7.03M0.05%66,934
-1,822
-3%
-$191K
$7.02M0.05%44,398
+9,266
+26%
+$1.46M
$6.91M0.05%128,010
-479,665
-79%
-$25.9M
$6.75M0.05%13,931
+1,041
+8%
+$505K
$6.64M0.05%93,601
-48,992
-34%
-$3.47M
$6.59M0.05%62,171
-2,797
-4%
-$297K
$6.42M0.05%19,330
-8,727
-31%
-$2.9M
$6.4M0.05%21,182
-2,755
-12%
-$832K
$6.38M0.05%38,765
-170,846
-82%
-$28.1M
$6.32M0.05%104,127
+5,811
+6%
+$352K
$6.18M0.05%112,233
+9,483
+9%
+$523K
$6.16M0.05%16,702
+15,257
+1,056%
+$5.62M
$6.12M0.05%230,264
+13,095
+6%
+$348K
$6.11M0.05%97,427
+4,718
+5%
+$296K
$6.05M0.05%91,265
-1,892
-2%
-$125K
$5.99M0.05%10,155
+7,663
+308%
+$4.52M
$5.97M0.05%213,422
+9,977
+5%
+$279K
$5.9M0.05%285,163
-133,726
-32%
-$2.77M
$5.87M0.05%115,866
+81,826
+240%
+$4.14M
$5.85M0.05%8,696
+1,688
+24%
+$1.14M
$5.74M0.04%12,850
-73
-0.6%
-$32.6K
$5.7M0.04%33,436
+8,676
+35%
+$1.48M
$5.7M0.04%12,242
+413
+3%
+$192K
$5.59M0.04%112,528 New
+$5.59M
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