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
$3.48M0.03%69,770
+2,652
+4%
+$132K
$3.48M0.03%134,570
-2,586
-2%
-$66.8K
$3.45M0.03%39,720
+1,680
+4%
+$146K
$3.44M0.03%71,283
+6,600
+10%
+$319K
$3.42M0.03%34,030
-697
-2%
-$70.1K
$3.41M0.03%82,939
+4,807
+6%
+$198K
$3.39M0.03%81,040
-415,944
-84%
-$17.4M
$3.29M0.03%8,590
+379
+5%
+$145K
$3.29M0.03%53,028
-18,729
-26%
-$1.16M
$3.29M0.03%7,665
+426
+6%
+$183K
$3.25M0.03%54,062 New
+$3.25M
$3.23M0.02%12,041
+751
+7%
+$202K
$3.23M0.02%66,788
-20,452
-23%
-$988K
$3.22M0.02%12,177
+390
+3%
+$103K
$3.2M0.02%19,995
+1,604
+9%
+$257K
$3.2M0.02%55,785
+970
+2%
+$55.7K
$3.2M0.02%13,441
+1,432
+12%
+$341K
$3.19M0.02%35,049
-564
-2%
-$51.4K
$3.19M0.02%24,184
+21,136
+693%
+$2.78M
$3.12M0.02%132,044
+13,169
+11%
+$311K
$3.11M0.02%31,191
-18
-0.1%
-$1.8K
$3.1M0.02%10,150
-205
-2%
-$62.6K
$3.09M0.02%22,798
+7,702
+51%
+$1.05M
$3.09M0.02%16,912
+1,335
+9%
+$244K
$3.07M0.02%15,218
+1,976
+15%
+$399K
1 121314151659