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 | |
|---|---|---|---|---|---|---|---|
| $905K | 0.01% | 754 | – | – | |||
| $905K | 0.01% | 5,084 -585 | -10% | -$104K | |||
| $903K | 0.01% | 80,504 -6,090 | -7% | -$68.3K | |||
| $902K | 0.01% | 23,294 +2,649 | +13% | +$103K | |||
| $894K | 0.01% | 102,742 +300 | +0.3% | +$2.61K | |||
| $892K | 0.01% | 6,332 | New | +$892K | |||
| $890K | 0.01% | 101,583 +4,737 | +5% | +$41.5K | |||
| $890K | 0.01% | 1,420 -139 | -9% | -$87.1K | |||
| $883K | 0.01% | 64,825 +2,391 | +4% | +$32.6K | |||
| $882K | 0.01% | 7,938 -746 | -9% | -$82.9K | |||
| $875K | 0.01% | 85,411 -279 | -0.3% | -$2.86K | |||
| $873K | 0.01% | 75,267 +1,045 | +1% | +$12.1K | |||
| $868K | 0.01% | 19,765 | New | +$868K | |||
| $867K | 0.01% | 4,149 -4,283 | -51% | -$895K | |||
| $864K | 0.01% | 18,771 -7,069 | -27% | -$325K | |||
| $862K | 0.01% | 8,589 +702 | +9% | +$70.5K | |||
| $860K | 0.01% | 10,423 +132 | +1% | +$10.9K | |||
| $851K | 0.01% | 29,456 -3,057 | -9% | -$88.3K | |||
| $851K | 0.01% | 4,471 +2,516 | +129% | +$479K | |||
| $850K | 0.01% | 24,518 | New | +$850K | |||
| $848K | 0.01% | 28,136 | – | – | |||
| $847K | 0.01% | 126,369 -4,143 | -3% | -$27.8K | |||
| $845K | 0.01% | 15,061 | New | +$845K | |||
| $845K | 0.01% | 7,360 +1,506 | +26% | +$173K | |||
| $843K | 0.01% | 16,732 +58 | +0.4% | +$2.92K |
