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
$2.25M0.02%47,870
-844
-2%
-$39.7K
$2.25M0.02%10,928
+3,575
+49%
+$735K
$2.23M0.02%11,895
-6,172
-34%
-$1.16M
$2.23M0.02%30,093
-3,784
-11%
-$280K
$2.21M0.02%46,552 New
+$2.21M
$2.21M0.02%31,762
+92
+0.3%
+$6.39K
$2.19M0.02%86,922
-5,374
-6%
-$136K
$2.19M0.02%26,485
-2,547
-9%
-$211K
$2.19M0.02%32,940
+3,894
+13%
+$259K
$2.18M0.02%13,822
+240
+2%
+$37.8K
$2.17M0.02%82,690
-2,370
-3%
-$62.1K
$2.16M0.02%19,714
+247
+1%
+$27.1K
$2.15M0.02%31,757
-57
-0.2%
-$3.87K
$2.15M0.02%1,104
-501
-31%
-$977K
$2.13M0.02%93,835
+8,152
+10%
+$185K
$2.13M0.02%6,475
+159
+3%
+$52.3K
$2.13M0.02%27,450
+300
+1%
+$23.2K
$2.13M0.02%40,556
-253
-0.6%
-$13.3K
$2.13M0.02%45,398
+4,328
+11%
+$203K
$2.11M0.02%35,494
+10,321
+41%
+$615K
$2.11M0.02%77,976
-1,399
-2%
-$37.8K
$2.11M0.02%35,025
-2,504
-7%
-$151K
$2.11M0.02%10,065
-636
-6%
-$133K
$2.1M0.02%21,882
-1,444
-6%
-$139K
$2.1M0.02%12,168
+1,879
+18%
+$324K
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