SFA
Sequoia Financial Advisors Portfolio holdings
AUM $12.9B
AUM
$12.9B
AUM Growth
+$2.6B (+25%)
Cap. Flow
+$2.94B
Cap. Flow % of AUM
22.74%
Top 10 Holdings %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
| 1 | Technology | 10.94% |
| 2 | Financials | 7.21% |
| 3 | Consumer Discretionary | 5.11% |
| 4 | Industrials | 4.31% |
| 5 | Healthcare | 4.1% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.04M | 0.01% | 6,249 +437 | +8% | +$72.6K | |||
| $1.04M | 0.01% | 14,758 +1,293 | +10% | +$90.8K | |||
| $1.03M | 0.01% | 9,936 +719 | +8% | +$74.2K | |||
| $1.02M | 0.01% | 1,615 -134 | -8% | -$85K | |||
| $1.02M | 0.01% | 7,053 +163 | +2% | +$23.6K | |||
| $1.02M | 0.01% | 47,178 -7,731 | -14% | -$167K | |||
| $1.02M | 0.01% | 4,830 -39 | -0.8% | -$8.23K | |||
| $1.02M | 0.01% | 18,122 -1,307 | -7% | -$73.3K | |||
| $1.01M | 0.01% | 24,714 +1,838 | +8% | +$75.3K | |||
| $1.01M | 0.01% | 5,899 +2,136 | +57% | +$365K | |||
| $1.01M | 0.01% | 10,977 +4,798 | +78% | +$440K | |||
| $1M | 0.01% | 15,940 +305 | +2% | +$19.2K | |||
| $1M | 0.01% | 13,044 -4,798 | -27% | -$369K | |||
| $993K | 0.01% | 16,564 +654 | +4% | +$39.2K | |||
| $986K | 0.01% | 62,388 +39,078 | +168% | +$618K | |||
| $976K | 0.01% | 136,450 +37,105 | +37% | +$265K | |||
| $971K | 0.01% | 73,586 -9,643 | -12% | -$127K | |||
| $970K | 0.01% | 10,636 -231 | -2% | -$21.1K | |||
| $970K | 0.01% | 18,670 | New | +$970K | |||
| $969K | 0.01% | 9,301 -400 | -4% | -$41.7K | |||
| $969K | 0.01% | 6,860 -466 | -6% | -$65.9K | |||
| $967K | 0.01% | 122,058 +63,036 | +107% | +$499K | |||
| $966K | 0.01% | 7,667 +225 | +3% | +$28.3K | |||
| $965K | 0.01% | 11,343 -73 | -0.6% | -$6.21K | |||
| $962K | 0.01% | 108,744 | – | – |
