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
426
$1.59M 0.02%
2,058
+307
427
$1.59M 0.02%
34,669
+157
428
$1.58M 0.02%
20,267
+2,093
429
$1.57M 0.02%
50,068
+14,233
430
$1.57M 0.02%
33,994
+222
431
$1.56M 0.02%
4,019
+732
432
$1.56M 0.02%
40,813
-56
433
$1.56M 0.02%
13,947
-191
434
$1.55M 0.02%
2,941
+198
435
$1.54M 0.02%
12,227
-394
436
$1.53M 0.02%
46,139
+23,140
437
$1.53M 0.02%
3,227
-412
438
$1.53M 0.02%
65,160
-16,561
439
$1.52M 0.02%
29,969
-4,057
440
$1.52M 0.02%
8,009
+303
441
$1.51M 0.02%
18,080
+1,268
442
$1.51M 0.02%
28,784
443
$1.5M 0.02%
884
+689
444
$1.5M 0.02%
50,491
+109
445
$1.49M 0.02%
29,910
-2,025
446
$1.49M 0.02%
6,630
+1,245
447
$1.49M 0.02%
20,336
+396
448
$1.48M 0.02%
8,231
-49
449
$1.47M 0.02%
34,481
-1,534
450
$1.46M 0.02%
18,207
+1,099
16 17
18
19 20