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
326
$2.52M 0.03%
5,889
+152
327
$2.51M 0.03%
55,969
+12,329
328
$2.5M 0.03%
15,361
+1,006
329
$2.5M 0.03%
13,519
+4,446
330
$2.5M 0.03%
47,201
-3,243
331
$2.47M 0.03%
8,932
+922
332
$2.46M 0.03%
6,762
+830
333
$2.46M 0.03%
1,567
+608
334
$2.46M 0.03%
47,086
+68
335
$2.43M 0.03%
2,921
-148
336
$2.42M 0.03%
10,341
+3,122
337
$2.42M 0.03%
51,027
+17
338
$2.41M 0.03%
53,240
+27,002
339
$2.39M 0.03%
13,949
+315
340
$2.39M 0.03%
88,784
+6,541
341
$2.38M 0.03%
21,552
+1,359
342
$2.37M 0.03%
71,405
+7,820
343
$2.37M 0.03%
83,358
+708
344
$2.37M 0.03%
38,007
+10,507
345
$2.36M 0.03%
34,172
+1,251
346
$2.36M 0.03%
30,266
+3
347
$2.34M 0.03%
30,495
+4,995
348
$2.32M 0.02%
39,226
-2,924
349
$2.32M 0.02%
31,473
+6,677
350
$2.32M 0.02%
17,148
+55
12 13
14
15 16