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
$4.07M0.03%125,900
+11,229
+10%
+$363K
$4.05M0.03%19,735
-2,584
-12%
-$530K
$4.04M0.03%877
-28
-3%
-$129K
$4M0.03%12,591
+9,837
+357%
+$3.12M
$3.93M0.03%40,073
+385
+1%
+$37.8K
$3.88M0.03%38,455
+8,184
+27%
+$826K
$3.87M0.03%45,490
+3,980
+10%
+$339K
$3.85M0.03%29,831
+2,765
+10%
+$357K
$3.82M0.03%26,640
+8,444
+46%
+$1.21M
$3.81M0.03%30,883
+1,351
+5%
+$167K
$3.79M0.03%64,911
-24,788
-28%
-$1.45M
$3.77M0.03%185,777
-52,860
-22%
-$1.07M
$3.73M0.03%33,886
-992
-3%
-$109K
$3.73M0.03%82,442
-17,645
-18%
-$798K
$3.71M0.03%7,667
+938
+14%
+$454K
$3.65M0.03%32,777
+5,135
+19%
+$572K
$3.65M0.03%46,073
+36,310
+372%
+$2.88M
$3.63M0.03%49,580
+1,814
+4%
+$133K
$3.61M0.03%49,942
+2,101
+4%
+$152K
$3.58M0.03%13,425
-1,228
-8%
-$328K
$3.56M0.03%107,713
+7,637
+8%
+$253K
$3.56M0.03%21,030
+1,380
+7%
+$233K
$3.56M0.03%7,003
+1,148
+20%
+$583K
$3.55M0.03%48,682
+1,278
+3%
+$93.1K
$3.49M0.03%73,421
-24,010
-25%
-$1.14M
1 111213141559