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 | |
|---|---|---|---|---|---|---|---|
| $841K | 0.01% | 24,648 -39,384 | -62% | -$1.34M | |||
| $841K | 0.01% | 3,174 +31 | +1% | +$8.22K | |||
| $839K | 0.01% | 9,533 -313 | -3% | -$27.5K | |||
| $838K | 0.01% | 20,262 +6,744 | +50% | +$279K | |||
| $836K | 0.01% | 25,030 +342 | +1% | +$11.4K | |||
| $825K | 0.01% | 3,532 +339 | +11% | +$79.2K | |||
| $825K | 0.01% | 18,916 +2,645 | +16% | +$115K | |||
| $821K | 0.01% | 665 | – | – | |||
| $820K | 0.01% | 17,357 | New | +$820K | |||
| $814K | 0.01% | 4,553 -175 | -4% | -$31.3K | |||
| $813K | 0.01% | 1,937 +252 | +15% | +$106K | |||
| $812K | 0.01% | 28,851 -320 | -1% | -$9.01K | |||
| $812K | 0.01% | 6,746 -386 | -5% | -$46.5K | |||
| $810K | 0.01% | 12,746 +1 | +0% | +$64 | |||
| $807K | 0.01% | 21,933 | New | +$807K | |||
| $805K | 0.01% | 3,289 -284 | -8% | -$69.5K | |||
| $801K | 0.01% | 8,225 -367 | -4% | -$35.7K | |||
| $798K | 0.01% | 6,894 -762 | -10% | -$88.2K | |||
| $797K | 0.01% | 13,816 -546 | -4% | -$31.5K | |||
| $793K | 0.01% | 5,254 +191 | +4% | +$28.8K | |||
| $788K | 0.01% | 70,000 | – | – | |||
| $785K | 0.01% | 2,639 +359 | +16% | +$107K | |||
| $784K | 0.01% | 22,893 +12,956 | +130% | +$443K | |||
| $782K | 0.01% | 10,415 +8 | +0.1% | +$601 | |||
| $781K | 0.01% | 15,746 +857 | +6% | +$42.5K |
