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
$1.49M0.01%68,105
+1,276
+2%
+$28K
$1.49M0.01%14,557
-696
-5%
-$71.3K
$1.49M0.01%7,445
+1,016
+16%
+$203K
$1.49M0.01%30,617
-7,750
-20%
-$376K
$1.47M0.01%16,645
+2,281
+16%
+$202K
$1.46M0.01%6,394
+1,015
+19%
+$231K
$1.46M0.01%11,948
+365
+3%
+$44.5K
$1.43M0.01%62,208
-4,761
-7%
-$109K
$1.42M0.01%33,286
+4,366
+15%
+$186K
$1.42M0.01%58,169
+23,401
+67%
+$570K
$1.41M0.01%37,823
+12,508
+49%
+$468K
$1.41M0.01%2,560
+494
+24%
+$272K
$1.41M0.01%28,784 ––
$1.39M0.01%81,390
+1,467
+2%
+$25.1K
$1.39M0.01%28,137
+161
+0.6%
+$7.95K
$1.39M0.01%2,450
-280
-10%
-$158K
$1.37M0.01%75,005
-2,686
-3%
-$49K
$1.37M0.01%88,493
+3,373
+4%
+$52.1K
$1.37M0.01%33,830
-114
-0.3%
-$4.61K
$1.36M0.01%10,595
+30
+0.3%
+$3.85K
$1.36M0.01%4,056
+1,350
+50%
+$452K
$1.35M0.01%7,549
+115
+2%
+$20.6K
$1.35M0.01%24,554 New
+$1.35M
$1.35M0.01%23,821
+3,625
+18%
+$205K
$1.35M0.01%5,879
+1,069
+22%
+$245K
1 192021222359