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
$1.35M0.01%24,272
+3,269
+16%
+$181K
$1.34M0.01%34,708
-425
-1%
-$16.5K
$1.34M0.01%13,579
-19,312
-59%
-$1.91M
$1.33M0.01%1,350
+37
+3%
+$36.6K
$1.33M0.01%34,768 New
+$1.33M
$1.33M0.01%22,958
-663
-3%
-$38.5K
$1.32M0.01%13,829
+83
+0.6%
+$7.95K
$1.32M0.01%25,890
+21,604
+504%
+$1.1M
$1.32M0.01%17,344
+10,027
+137%
+$762K
$1.32M0.01%174,357 New
+$1.32M
$1.31M0.01%28,687
+1,248
+5%
+$57.1K
$1.3M0.01%5,124
-39
-0.8%
-$9.89K
$1.3M0.01%11,792
+481
+4%
+$53K
$1.28M0.01%13,864
-97
-0.7%
-$8.95K
$1.28M0.01%32,326
-239
-0.7%
-$9.45K
$1.28M0.01%9,769
+783
+9%
+$102K
$1.26M0.01%23,180 New
+$1.26M
$1.26M0.01%20,212
+2,010
+11%
+$125K
$1.25M0.01%40,485
+19,261
+91%
+$597K
$1.25M0.01%10,755 New
+$1.25M
$1.25M0.01%3,979
-170
-4%
-$53.3K
$1.24M0.01%16,023
+5,015
+46%
+$389K
$1.24M0.01%2,860
-91
-3%
-$39.5K
$1.23M0.01%30,529
-2,423
-7%
-$97.9K
$1.23M0.01%21,503
+15,185
+240%
+$868K
1 202122232459