SFA

Sequoia Financial Advisors Portfolio holdings

AUM $16.4B
1-Year Est. Return 19%
This Quarter Est. Return
1 Year Est. Return
+19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.32B
AUM Growth
+$1.03B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,353
New
Increased
Reduced
Closed

Top Buys

1
+$40.3M
2
+$33M
3
+$25.5M
4
LINE
Lineage Inc
LINE
+$23.9M
5
JNJ icon
Johnson & Johnson
JNJ
+$22.4M

Top Sells

1
+$34.8M
2
+$31.8M
3
+$26.4M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$22.4M
5
WD icon
Walker & Dunlop
WD
+$16.9M

Sector Composition

1 Technology 15.11%
2 Financials 6.94%
3 Consumer Discretionary 6.25%
4 Healthcare 5.79%
5 Industrials 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.52M 0.05%
33,062
+3,759
227
$4.4M 0.05%
12,721
+5,101
228
$4.39M 0.05%
36,196
+4,605
229
$4.38M 0.05%
28,122
+3,315
230
$4.34M 0.05%
19,172
-2,784
231
$4.22M 0.05%
8,157
+654
232
$4.19M 0.05%
+96,562
233
$4.18M 0.04%
148,500
+7,815
234
$4.18M 0.04%
33,780
+16,512
235
$4.17M 0.04%
20,113
+480
236
$4.13M 0.04%
91,233
+3,116
237
$4.1M 0.04%
37,077
-12,063
238
$4.07M 0.04%
46,215
-5,405
239
$4.06M 0.04%
11,236
+187
240
$4.05M 0.04%
34,144
+17,183
241
$4.04M 0.04%
25,434
-5,599
242
$3.96M 0.04%
+197,548
243
$3.96M 0.04%
44,680
+1,198
244
$3.96M 0.04%
22,314
-1,058
245
$3.96M 0.04%
20,846
-1,063
246
$3.95M 0.04%
114,523
+13,523
247
$3.94M 0.04%
52,477
+2,307
248
$3.93M 0.04%
36,163
+1,950
249
$3.91M 0.04%
47,950
-1,370
250
$3.89M 0.04%
29,006
+6,186
8 9
10
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