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
551
$986K 0.01%
27,987
552
$985K 0.01%
11,263
+2,923
553
$970K 0.01%
2,996
+26
554
$966K 0.01%
7,981
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555
$966K 0.01%
15,275
+3,333
556
$959K 0.01%
3,538
-96
557
$955K 0.01%
21,384
-317
558
$954K 0.01%
3,464
+419
559
$954K 0.01%
7,661
+2
560
$953K 0.01%
87,876
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561
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6,359
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562
$941K 0.01%
6,257
-121
563
$938K 0.01%
22,937
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564
$935K 0.01%
12,055
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565
$927K 0.01%
1,711
-2
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$924K 0.01%
7,634
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567
$918K 0.01%
14,101
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568
$917K 0.01%
5,051
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569
$915K 0.01%
21,607
-384
570
$914K 0.01%
23,315
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571
$914K 0.01%
93,667
-3,143
572
$909K 0.01%
7,646
-289
573
$901K 0.01%
14,591
-569
574
$894K 0.01%
9,645
+2,010
575
$890K 0.01%
15,287
+12,287
21 22
23
24 25