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
$2.71M0.02%34,739
-12,674
-27%
-$988K
$2.69M0.02%26,306
+6,045
+30%
+$619K
$2.68M0.02%90,296
+12,638
+16%
+$375K
$2.65M0.02%8,864
+392
+5%
+$117K
$2.64M0.02%80,119 New
+$2.64M
$2.64M0.02%22,827
+7,481
+49%
+$865K
$2.64M0.02%17,209 New
+$2.64M
$2.62M0.02%35,711
+6,817
+24%
+$501K
$2.61M0.02%9,392
+2,218
+31%
+$617K
$2.56M0.02%17,546
+14,129
+413%
+$2.07M
$2.51M0.02%18,975
+757
+4%
+$100K
$2.5M0.02%17,153
+599
+4%
+$87.3K
$2.5M0.02%41,765
+874
+2%
+$52.2K
$2.39M0.02%25,535
+249
+1%
+$23.3K
$2.38M0.02%66,473 New
+$2.38M
$2.38M0.02%75,361
-35,563
-32%
-$1.12M
$2.36M0.02%104,284
+10,456
+11%
+$236K
$2.35M0.02%11,361
+2,643
+30%
+$547K
$2.34M0.02%27,965 New
+$2.34M
$2.3M0.02%3,478
+55
+2%
+$36.4K
$2.3M0.02%8,907
+1,735
+24%
+$449K
$2.29M0.02%82,302
+3,664
+5%
+$102K
$2.27M0.02%27,841
-4,879
-15%
-$398K
$2.26M0.02%22,015
+2,303
+12%
+$237K
$2.26M0.02%22,371
-175
-0.8%
-$17.7K
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