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
376
$1.99M 0.02%
100,901
-340
377
$1.97M 0.02%
30,499
-248
378
$1.97M 0.02%
50,424
+44,489
379
$1.95M 0.02%
5,023
+250
380
$1.95M 0.02%
32,085
-341
381
$1.95M 0.02%
16,615
-546
382
$1.94M 0.02%
13,677
+161
383
$1.94M 0.02%
144,764
+402
384
$1.93M 0.02%
17,733
-514
385
$1.93M 0.02%
15,900
+420
386
$1.92M 0.02%
3,278
+202
387
$1.91M 0.02%
17,441
+403
388
$1.91M 0.02%
14,604
+1,007
389
$1.89M 0.02%
17,313
-23,362
390
$1.88M 0.02%
9,531
-4,685
391
$1.86M 0.02%
96,510
+2,265
392
$1.86M 0.02%
13,315
-265
393
$1.86M 0.02%
51,616
394
$1.84M 0.02%
6,989
-153
395
$1.83M 0.02%
1,740
+218
396
$1.81M 0.02%
14,330
+3,929
397
$1.8M 0.02%
2,025
+354
398
$1.78M 0.02%
56,487
-22
399
$1.78M 0.02%
14,301
+385
400
$1.77M 0.02%
19,846
+575
14 15
16
17 18