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
526
$1.06M 0.01%
34,228
-594
527
$1.06M 0.01%
27,413
-124
528
$1.06M 0.01%
18,285
+1,458
529
$1.05M 0.01%
12,738
+474
530
$1.05M 0.01%
+33,550
531
$1.05M 0.01%
83,051
-3,881
532
$1.05M 0.01%
5,422
+86
533
$1.04M 0.01%
5,841
+945
534
$1.04M 0.01%
47,487
+7,722
535
$1.04M 0.01%
4,077
-195
536
$1.04M 0.01%
84,195
-3,781
537
$1.03M 0.01%
79,873
-252
538
$1.02M 0.01%
11,978
+561
539
$1.01M 0.01%
2,699
+484
540
$1.01M 0.01%
60,481
+1,192
541
$1.01M 0.01%
+35,850
542
$1.01M 0.01%
24,840
+1,462
543
$1.01M 0.01%
31,602
+18,215
544
$1M 0.01%
22,219
-132,482
545
$1M 0.01%
10,459
+3,284
546
$1M 0.01%
7,824
+331
547
$1,000K 0.01%
8,429
+416
548
$999K 0.01%
9,276
+831
549
$998K 0.01%
14,339
-13
550
$995K 0.01%
40,616
-21,660
20 21
22
23 24