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
$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
276
$3.34M 0.04%
34,225
+17,083
277
$3.28M 0.04%
28,436
+4,728
278
$3.26M 0.04%
6,594
+226
279
$3.24M 0.03%
108,708
+45,705
280
$3.18M 0.03%
20,641
+2,048
281
$3.17M 0.03%
752
+8
282
$3.17M 0.03%
94,728
+2,573
283
$3.12M 0.03%
27,119
-18
284
$3.1M 0.03%
44,060
+1,521
285
$3.07M 0.03%
39,332
+1,695
286
$3.06M 0.03%
+104,613
287
$3.06M 0.03%
1,491
+446
288
$3.06M 0.03%
30,292
+2,379
289
$3.05M 0.03%
23,865
+491
290
$3.05M 0.03%
6,016
+860
291
$3.03M 0.03%
13,738
+282
292
$3M 0.03%
47,708
+15,741
293
$2.97M 0.03%
45,025
+9,094
294
$2.94M 0.03%
14,255
+2,127
295
$2.93M 0.03%
14,805
+1,210
296
$2.91M 0.03%
32,305
+1,237
297
$2.9M 0.03%
18,709
+268
298
$2.89M 0.03%
34,812
-128,165
299
$2.88M 0.03%
5,576
+674
300
$2.86M 0.03%
12,431
+587
10 11
12
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