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
501
$1.17M 0.01%
22,679
+27
502
$1.17M 0.01%
11,134
-1,171
503
$1.16M 0.01%
2,858
+412
504
$1.16M 0.01%
+42,744
505
$1.16M 0.01%
20,241
+1,310
506
$1.14M 0.01%
16,112
-7,483
507
$1.14M 0.01%
20,889
-18,695
508
$1.14M 0.01%
2,686
-370
509
$1.13M 0.01%
+3,081
510
$1.12M 0.01%
31,024
+9,902
511
$1.1M 0.01%
7,305
+1,314
512
$1.1M 0.01%
13,211
+1,041
513
$1.09M 0.01%
13,314
+303
514
$1.09M 0.01%
1,346
+140
515
$1.09M 0.01%
15,072
+3,171
516
$1.08M 0.01%
+35,130
517
$1.08M 0.01%
4,160
+84
518
$1.08M 0.01%
6,266
+636
519
$1.08M 0.01%
6,469
-35
520
$1.08M 0.01%
+102,489
521
$1.07M 0.01%
4,854
+40
522
$1.07M 0.01%
840
+94
523
$1.07M 0.01%
10,867
+401
524
$1.07M 0.01%
6,122
+175
525
$1.07M 0.01%
22,747
+78
19 20
21
22 23