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
451
$1.45M 0.02%
+26,971
452
$1.42M 0.02%
7,976
+145
453
$1.42M 0.02%
24,671
+5,577
454
$1.42M 0.02%
10,708
-577
455
$1.41M 0.02%
31,863
+16,729
456
$1.4M 0.02%
113,991
+5,577
457
$1.4M 0.02%
35,711
+1,564
458
$1.38M 0.01%
5,705
+770
459
$1.37M 0.01%
5,227
-28
460
$1.37M 0.01%
11,668
+5,775
461
$1.35M 0.01%
2,318
+302
462
$1.34M 0.01%
39,562
-7,664
463
$1.34M 0.01%
14,023
+89
464
$1.33M 0.01%
50,128
+2,614
465
$1.33M 0.01%
22,682
+5,466
466
$1.32M 0.01%
12,395
-14
467
$1.31M 0.01%
12,535
+2,317
468
$1.3M 0.01%
25,430
-4,434
469
$1.3M 0.01%
10,603
+3,251
470
$1.3M 0.01%
27,569
+506
471
$1.3M 0.01%
44,690
+20,475
472
$1.29M 0.01%
11,768
+70
473
$1.28M 0.01%
31,529
+1,954
474
$1.28M 0.01%
34,659
+18,398
475
$1.28M 0.01%
4,961
+573
17 18
19
20 21