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
401
$1.77M 0.02%
6,302
+25
402
$1.77M 0.02%
71,998
-129
403
$1.71M 0.02%
4,948
+322
404
$1.71M 0.02%
74,814
+48,736
405
$1.71M 0.02%
542
+99
406
$1.7M 0.02%
+89,186
407
$1.69M 0.02%
75,831
-2,335
408
$1.68M 0.02%
71,722
-15,760
409
$1.67M 0.02%
56,130
+10,096
410
$1.67M 0.02%
467,883
+87,883
411
$1.66M 0.02%
36,459
+12,256
412
$1.66M 0.02%
25,564
-95,487
413
$1.66M 0.02%
70,673
-169
414
$1.65M 0.02%
10,293
+1,378
415
$1.65M 0.02%
55,869
+11,226
416
$1.65M 0.02%
6,299
+367
417
$1.65M 0.02%
70,767
+4,247
418
$1.65M 0.02%
11,793
+1,737
419
$1.64M 0.02%
61,222
-418
420
$1.64M 0.02%
6,637
+153
421
$1.64M 0.02%
55,471
-22,315
422
$1.62M 0.02%
64,380
+277
423
$1.61M 0.02%
6,989
+983
424
$1.6M 0.02%
5,372
+3,849
425
$1.6M 0.02%
38,380
15 16
17
18 19