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 | |
|---|---|---|---|---|---|---|---|
| $961K | 0.01% | 64,599 +26,656 | +70% | +$396K | |||
| $952K | 0.01% | 21,779 -12,987 | -37% | -$568K | |||
| $951K | 0.01% | 5,526 -144 | -3% | -$24.8K | |||
| $951K | 0.01% | 3,747 -308 | -8% | -$78.2K | |||
| $949K | 0.01% | 5,933 -1,441 | -20% | -$230K | |||
| $945K | 0.01% | 5,169 +208 | +4% | +$38K | |||
| $942K | 0.01% | 5,509 +181 | +3% | +$31K | |||
| $942K | 0.01% | 15,757 -27,357 | -63% | -$1.64M | |||
| $940K | 0.01% | 4,691 -99 | -2% | -$19.8K | |||
| $940K | 0.01% | 46,989 -55,674 | -54% | -$1.11M | |||
| $938K | 0.01% | 5,836 +4,342 | +291% | +$698K | |||
| $936K | 0.01% | 5,660 -870 | -13% | -$144K | |||
| $936K | 0.01% | 36,156 | New | +$936K | |||
| $935K | 0.01% | 9,354 +303 | +3% | +$30.3K | |||
| $930K | 0.01% | 22,427 | New | +$930K | |||
| $928K | 0.01% | 5,120 +393 | +8% | +$71.3K | |||
| $927K | 0.01% | 49,852 +1,558 | +3% | +$29K | |||
| $917K | 0.01% | 3,395 +99 | +3% | +$26.7K | |||
| $916K | 0.01% | 2,485 +41 | +2% | +$15.1K | |||
| $915K | 0.01% | 18,897 -8,053 | -30% | -$390K | |||
| $910K | 0.01% | 1,870 -200 | -10% | -$97.3K | |||
| $910K | 0.01% | 3,122 +34 | +1% | +$9.91K | |||
| $908K | 0.01% | 13,245 | New | +$908K | |||
| $907K | 0.01% | 24,996 +3,830 | +18% | +$139K | |||
| $906K | 0.01% | 12,909 +448 | +4% | +$31.5K |
