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
26
$68.9M 0.74%
2,583,787
+307,816
27
$62M 0.66%
161,438
+6,564
28
$60.7M 0.65%
68,490
+6,069
29
$59.7M 0.64%
283,286
+17,873
30
$59.3M 0.64%
2,621,064
-55,668
31
$59.1M 0.63%
487,458
+28,818
32
$58.1M 0.62%
469,936
-22
33
$56.8M 0.61%
1,315,316
+277,880
34
$55.8M 0.6%
691,596
+25,386
35
$55.2M 0.59%
89,268
+4,879
36
$53.8M 0.58%
458,617
+50,326
37
$51.9M 0.56%
1,389,093
-232
38
$51.7M 0.55%
222,336
-61
39
$50.2M 0.54%
87,073
-7,655
40
$48.1M 0.52%
1,424,525
-38
41
$47.9M 0.51%
1,507,902
+121,010
42
$47.6M 0.51%
278,558
-51,646
43
$46.9M 0.5%
576,988
-3
44
$46.4M 0.5%
95,153
+1,012
45
$46.1M 0.49%
266,282
+13,981
46
$46.1M 0.49%
52,009
+6,770
47
$45.9M 0.49%
548,233
+67,067
48
$44.2M 0.47%
109,119
+10,497
49
$43.6M 0.47%
783,693
+29,087
50
$43.4M 0.47%
134,582
+11,679
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