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
$1.23M0.01%24,119
+181
+0.8%
+$9.21K
$1.22M0.01%15,131
+791
+6%
+$63.8K
$1.22M0.01%4,725
+83
+2%
+$21.4K
$1.22M0.01%49,556
+28,237
+132%
+$694K
$1.22M0.01%6,036
-174
-3%
-$35.1K
$1.21M0.01%48,586
-3,092
-6%
-$77.3K
$1.21M0.01%32,019
+1,969
+7%
+$74.5K
$1.2M0.01%14,894
+13
+0.1%
+$1.04K
$1.2M0.01%4,701
-275
-6%
-$69.9K
$1.19M0.01%28,609
-10,990
-28%
-$459K
$1.19M0.01%9,328
+825
+10%
+$105K
$1.19M0.01%12,488
+5,830
+88%
+$553K
$1.19M0.01%50,867
+278
+0.6%
+$6.48K
$1.17M0.01%29,922
+4,707
+19%
+$185K
$1.17M0.01%2,013
+378
+23%
+$219K
$1.16M0.01%18,285
+1,400
+8%
+$88.8K
$1.16M0.01%6,580
+6
+0.1%
+$1.06K
$1.15M0.01%39,196
-2,428
-6%
-$71.1K
$1.14M0.01%52,655
+428
+0.8%
+$9.31K
$1.14M0.01%374,039
-7,437
-2%
-$22.8K
$1.14M0.01%37,273
+2,274
+7%
+$69.7K
$1.13M0.01%19,035
-1,156
-6%
-$68.7K
$1.13M0.01%28,188
-134,856
-83%
-$5.41M
$1.13M0.01%4,660
+418
+10%
+$101K
$1.13M0.01%2,684
+84
+3%
+$35.3K
1 212223242559