SFA
Sequoia Financial Advisors Portfolio holdings
AUM $12.9B
AUM
$12.9B
AUM Growth
+$2.6B (+25%)
Cap. Flow
+$2.94B
Cap. Flow % of AUM
22.74%
Top 10 Holdings %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
| 1 | Technology | 10.94% |
| 2 | Financials | 7.21% |
| 3 | Consumer Discretionary | 5.11% |
| 4 | Industrials | 4.31% |
| 5 | Healthcare | 4.1% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.68M | 0.01% | 20,422 -859 | -4% | -$70.7K | |||
| $1.68M | 0.01% | 14,836 -1,521 | -9% | -$172K | |||
| $1.67M | 0.01% | 17,476 -978 | -5% | -$93.4K | |||
| $1.66M | 0.01% | 22,869 | New | +$1.66M | |||
| $1.64M | 0.01% | 2,016 -144 | -7% | -$117K | |||
| $1.61M | 0.01% | 32,294 -59,874 | -65% | -$2.99M | |||
| $1.59M | 0.01% | 9,023 +186 | +2% | +$32.8K | |||
| $1.59M | 0.01% | 826 -91 | -10% | -$175K | |||
| $1.58M | 0.01% | 13,782 -686 | -5% | -$78.8K | |||
| $1.58M | 0.01% | 23,332 +538 | +2% | +$36.4K | |||
| $1.58M | 0.01% | 16,393 +679 | +4% | +$65.4K | |||
| $1.58M | 0.01% | 38,333 +3,236 | +9% | +$133K | |||
| $1.57M | 0.01% | 51,779 -414 | -0.8% | -$12.5K | |||
| $1.56M | 0.01% | 10,183 +1,052 | +12% | +$161K | |||
| $1.55M | 0.01% | 25,254 +17,476 | +225% | +$1.08M | |||
| $1.55M | 0.01% | 14,052 +556 | +4% | +$61.5K | |||
| $1.55M | 0.01% | 59,759 -41,810 | -41% | -$1.09M | |||
| $1.55M | 0.01% | 20,614 -552 | -3% | -$41.4K | |||
| $1.54M | 0.01% | 13,813 +1,500 | +12% | +$168K | |||
| $1.53M | 0.01% | 30,430 | New | +$1.53M | |||
| $1.52M | 0.01% | 2,976 +36 | +1% | +$18.4K | |||
| $1.52M | 0.01% | 30,181 -498 | -2% | -$25K | |||
| $1.51M | 0.01% | 10,454 +574 | +6% | +$82.9K | |||
| $1.5M | 0.01% | 11,795 -75,817 | -87% | -$9.64M | |||
| $1.49M | 0.01% | 38,380 | – | – |
