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
$1.13M0.01%48,825
-3,151
-6%
-$72.7K
$1.12M0.01%10,026
-416
-4%
-$46.5K
$1.12M0.01%9,369
+3,384
+57%
+$404K
$1.11M0.01%3,225
+149
+5%
+$51.5K
$1.11M0.01%11,099 New
+$1.11M
$1.11M0.01%8,030
-769
-9%
-$106K
$1.1M0.01%4,216
+264
+7%
+$69.1K
$1.1M0.01%5,642
-768
-12%
-$150K
$1.1M0.01%68,857
+3,145
+5%
+$50.3K
$1.1M0.01%6,234
-79,065
-93%
-$13.9M
$1.09M0.01%55,864
+15,402
+38%
+$302K
$1.09M0.01%16,094
+788
+5%
+$53.4K
$1.09M0.01%31,207 New
+$1.09M
$1.09M0.01%16,790
+1,206
+8%
+$78K
$1.08M0.01%477,883 ––
$1.08M0.01%1,829
+24
+1%
+$14.2K
$1.08M0.01%23,450
-1,367
-6%
-$63K
$1.08M0.01%10,408
-1,060
-9%
-$110K
$1.07M0.01%23,837
+1,115
+5%
+$50.3K
$1.07M0.01%581
+79
+16%
+$146K
$1.05M0.01%22,799
+3,820
+20%
+$176K
$1.05M0.01%16,500
+558
+4%
+$35.4K
$1.05M0.01%17,003
+1,605
+10%
+$98.8K
$1.05M0.01%6,124
-2,030
-25%
-$347K
$1.04M0.01%13,628
-1,409
-9%
-$108K
1 222324252659