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
576
$885K 0.01%
25,212
+2,446
577
$882K 0.01%
22,231
+16
578
$881K 0.01%
83,589
+1,646
579
$879K 0.01%
3,653
+480
580
$875K 0.01%
103,907
+1,701
581
$874K 0.01%
24,471
-339
582
$872K 0.01%
4,897
+1,513
583
$872K 0.01%
5,079
-72
584
$869K 0.01%
6,191
+263
585
$867K 0.01%
6,047
+63
586
$866K 0.01%
16,526
+1,122
587
$862K 0.01%
1,701
+387
588
$861K 0.01%
+11,136
589
$861K 0.01%
3,129
-179
590
$858K 0.01%
8,693
+2,269
591
$851K 0.01%
108,744
592
$848K 0.01%
2,618
+327
593
$848K 0.01%
18,101
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594
$848K 0.01%
7,670
+2,178
595
$840K 0.01%
23,413
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596
$836K 0.01%
558
+3
597
$831K 0.01%
11,062
-358
598
$828K 0.01%
2,198
+531
599
$822K 0.01%
20,954
-11
600
$821K 0.01%
34,560
-1,898
22 23
24
25 26