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
301
$2.84M 0.03%
118,626
+26,634
302
$2.83M 0.03%
40,331
+2,891
303
$2.82M 0.03%
95,216
+1,820
304
$2.82M 0.03%
19,624
+1,497
305
$2.76M 0.03%
4
306
$2.76M 0.03%
261,662
-5,456
307
$2.76M 0.03%
22,523
+56
308
$2.75M 0.03%
37,261
-505
309
$2.75M 0.03%
60,691
+1,044
310
$2.75M 0.03%
11,053
+2,240
311
$2.74M 0.03%
4,930
+465
312
$2.68M 0.03%
8,166
+1,697
313
$2.66M 0.03%
5,906
+1,939
314
$2.64M 0.03%
25,821
+440
315
$2.63M 0.03%
16,269
+4,165
316
$2.62M 0.03%
+33,822
317
$2.59M 0.03%
5,503
+1,952
318
$2.58M 0.03%
24,126
+1,084
319
$2.56M 0.03%
10,773
-6,903
320
$2.56M 0.03%
22,860
+1,989
321
$2.54M 0.03%
9,649
+3
322
$2.54M 0.03%
12,873
+651
323
$2.53M 0.03%
9,253
+1,503
324
$2.53M 0.03%
11,032
+560
325
$2.53M 0.03%
+82,475
11 12
13
14 15