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
476
$1.26M 0.01%
979
-6
477
$1.25M 0.01%
24,283
-591
478
$1.24M 0.01%
14,079
-6,084
479
$1.24M 0.01%
78,215
+180
480
$1.24M 0.01%
13,217
+3,941
481
$1.23M 0.01%
19,062
+710
482
$1.23M 0.01%
379,502
+1,776
483
$1.23M 0.01%
33,389
484
$1.23M 0.01%
+33,501
485
$1.23M 0.01%
25,796
+745
486
$1.22M 0.01%
18,782
+1,432
487
$1.22M 0.01%
+6,547
488
$1.21M 0.01%
1,167
+76
489
$1.21M 0.01%
23,737
-5,886
490
$1.21M 0.01%
5,498
-1,083
491
$1.19M 0.01%
4,433
+6
492
$1.19M 0.01%
5,979
+1,017
493
$1.19M 0.01%
11,426
+1,981
494
$1.19M 0.01%
5,767
+639
495
$1.19M 0.01%
+3,436
496
$1.19M 0.01%
20,578
-512
497
$1.18M 0.01%
270,751
+7,306
498
$1.18M 0.01%
14,697
+1,600
499
$1.18M 0.01%
9,501
-3,913
500
$1.17M 0.01%
17,209
-169
18 19
20
21 22