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
$3.07M0.02%45,086
+3,822
+9%
+$260K
$3.06M0.02%2,135
+70
+3%
+$100K
$3.05M0.02%74,869
+2,853
+4%
+$116K
$3.04M0.02%44,905
+3,748
+9%
+$254K
$3.01M0.02%30,076
+27,479
+1,058%
+$2.75M
$2.98M0.02%50,841
-11,591
-19%
-$678K
$2.95M0.02%27,921
+1,992
+8%
+$211K
$2.93M0.02%47,251
-9,019
-16%
-$559K
$2.93M0.02%6,681
-345
-5%
-$151K
$2.92M0.02%6,717
+913
+16%
+$397K
$2.92M0.02%22,628
+9,625
+74%
+$1.24M
$2.9M0.02%27,638
+2,244
+9%
+$235K
$2.88M0.02%71,065
-33,017
-32%
-$1.34M
$2.87M0.02%113,092
+29,523
+35%
+$750K
$2.87M0.02%31,925
-2,934
-8%
-$264K
$2.86M0.02%50,599
+10,835
+27%
+$612K
$2.86M0.02%78,927 New
+$2.86M
$2.84M0.02%8,955
+460
+5%
+$146K
$2.83M0.02%1,514
-103
-6%
-$193K
$2.82M0.02%85,944
+7,743
+10%
+$254K
$2.8M0.02%10,569
+573
+6%
+$152K
$2.75M0.02%24,922
-1,431
-5%
-$158K
$2.74M0.02%52,195
+5,342
+11%
+$280K
$2.73M0.02%53,395
+730
+1%
+$37.3K
$2.71M0.02%15,406
+1,129
+8%
+$198K
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