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
251
$3.87M 0.04%
95,415
+76,072
252
$3.83M 0.04%
25,604
+1,522
253
$3.79M 0.04%
171,743
+129,418
254
$3.75M 0.04%
31,519
-310
255
$3.74M 0.04%
7,618
+308
256
$3.73M 0.04%
35,999
+960
257
$3.72M 0.04%
28,296
+8,110
258
$3.71M 0.04%
50,862
+1,656
259
$3.71M 0.04%
42,242
+1,627
260
$3.68M 0.04%
75,138
-6,067
261
$3.67M 0.04%
34,588
+1,036
262
$3.66M 0.04%
59,267
-2,030
263
$3.64M 0.04%
50,613
+32,914
264
$3.62M 0.04%
28,978
+25,575
265
$3.61M 0.04%
75,520
+1,444
266
$3.58M 0.04%
31,098
+181
267
$3.54M 0.04%
172,188
+13,918
268
$3.54M 0.04%
131,863
+1,516
269
$3.53M 0.04%
23,217
+2,179
270
$3.47M 0.04%
6,665
+337
271
$3.45M 0.04%
16,449
+550
272
$3.43M 0.04%
72,722
-3,899
273
$3.38M 0.04%
18,047
+7,181
274
$3.34M 0.04%
73,497
-461
275
$3.34M 0.04%
14,098
+2,144
9 10
11
12 13