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
$1.81M0.01%14,938
+918
+7%
+$111K
$1.81M0.01%27,686
-1,052
-4%
-$68.6K
$1.81M0.01%57,507
+23,538
+69%
+$739K
$1.8M0.01%89,158
+9,019
+11%
+$182K
$1.8M0.01%6,093
-12,094
-67%
-$3.57M
$1.8M0.01%53,127
-1,036
-2%
-$35K
$1.79M0.01%15,217
+465
+3%
+$54.6K
$1.78M0.01%15,808
+618
+4%
+$69.7K
$1.78M0.01%20,453
-1,317
-6%
-$115K
$1.77M0.01%5,247
-230
-4%
-$77.5K
$1.76M0.01%26,893
+4,337
+19%
+$284K
$1.76M0.01%3,784
+133
+4%
+$61.9K
$1.76M0.01%56,723 New
+$1.76M
$1.74M0.01%63,541
+7,651
+14%
+$210K
$1.74M0.01%46,505
+3,807
+9%
+$142K
$1.74M0.01%3,306
+408
+14%
+$215K
$1.73M0.01%33,113
+1,444
+5%
+$75.6K
$1.73M0.01%8,590
-333
-4%
-$67.1K
$1.71M0.01%14,419
-1,561
-10%
-$185K
$1.7M0.01%72,316
+59,706
+473%
+$1.41M
$1.7M0.01%23,495
+15,417
+191%
+$1.12M
$1.7M0.01%51,917 New
+$1.7M
$1.69M0.01%164,897
+138,211
+518%
+$1.42M
$1.69M0.01%7,411
-6
-0.1%
-$1.37K
$1.68M0.01%13,597
-14
-0.1%
-$1.73K
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