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
601
$817K 0.01%
4,846
+1,886
602
$815K 0.01%
1,751
+462
603
$812K 0.01%
19,739
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417
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605
$802K 0.01%
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606
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14,976
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607
$793K 0.01%
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608
$784K 0.01%
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-889
609
$781K 0.01%
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610
$779K 0.01%
10,353
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611
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15,274
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612
$776K 0.01%
13,042
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$771K 0.01%
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614
$768K 0.01%
42,290
-265
615
$767K 0.01%
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616
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$761K 0.01%
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$761K 0.01%
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620
$759K 0.01%
3,958
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$757K 0.01%
47,192
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622
$754K 0.01%
7,862
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$754K 0.01%
1,323
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624
$753K 0.01%
4,458
-1,751
625
$750K 0.01%
21,166
23 24
25
26 27