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
$4.61M0.04%12,390
+316
+3%
+$118K
$4.6M0.04%74,490
+67,170
+918%
+$4.15M
$4.52M0.03%76,640
+58,749
+328%
+$3.46M
$4.52M0.03%30,153
+2,459
+9%
+$368K
$4.5M0.03%23,911
+607
+3%
+$114K
$4.5M0.03%74,774 New
+$4.5M
$4.49M0.03%19,393
+1,717
+10%
+$398K
$4.47M0.03%74,420
-1,300
-2%
-$78K
$4.45M0.03%63,929
-1,669
-3%
-$116K
$4.42M0.03%8,150
+566
+7%
+$307K
$4.39M0.03%46,783
+39,263
+522%
+$3.68M
$4.37M0.03%35,828
+73
+0.2%
+$8.9K
$4.34M0.03%51,803
-284
-0.6%
-$23.8K
$4.34M0.03%57,171
+4,447
+8%
+$337K
$4.33M0.03%8,384 New
+$4.33M
$4.3M0.03%39,551
+36,946
+1,418%
+$4.02M
$4.27M0.03%43,322
+3,716
+9%
+$367K
$4.27M0.03%92,390
-38,201
-29%
-$1.76M
$4.26M0.03%16,016
+859
+6%
+$229K
$4.26M0.03%96,195
+2,968
+3%
+$132K
$4.25M0.03%8,587
+27
+0.3%
+$13.4K
$4.24M0.03%144,076
+17,630
+14%
+$519K
$4.17M0.03%34,811
-15,164
-30%
-$1.82M
$4.1M0.03%342,672
-63,972
-16%
-$766K
$4.09M0.03%35,004
+1,106
+3%
+$129K
1 101112131459