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
351
$2.31M 0.02%
68,368
+10,511
352
$2.3M 0.02%
22,800
-3,569
353
$2.28M 0.02%
48,310
+745
354
$2.28M 0.02%
+40,262
355
$2.28M 0.02%
17,136
-519
356
$2.27M 0.02%
23,668
+1,264
357
$2.24M 0.02%
21,975
358
$2.21M 0.02%
26,392
+97
359
$2.21M 0.02%
11,015
+645
360
$2.21M 0.02%
+67,604
361
$2.2M 0.02%
79,584
-2,967
362
$2.16M 0.02%
42,263
+4,032
363
$2.15M 0.02%
+15,008
364
$2.13M 0.02%
44,490
+1,798
365
$2.12M 0.02%
20,392
+113
366
$2.11M 0.02%
8,122
-908
367
$2.1M 0.02%
32,182
+15,317
368
$2.08M 0.02%
16,206
+530
369
$2.05M 0.02%
4,362
+53
370
$2.04M 0.02%
15,464
+118
371
$2.03M 0.02%
16,902
-455
372
$2.03M 0.02%
112,380
+805
373
$2.02M 0.02%
9,151
+5,359
374
$2.02M 0.02%
15,719
+2,726
375
$2M 0.02%
25,668
+6,564
13 14
15
16 17