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
676
$627K 0.01%
7,319
-16,755
677
$626K 0.01%
2,561
+295
678
$625K 0.01%
3,257
+571
679
$625K 0.01%
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680
$619K 0.01%
16,068
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681
$619K 0.01%
16,408
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682
$617K 0.01%
6,255
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683
$613K 0.01%
6,163
+1,830
684
$607K 0.01%
7,249
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685
$602K 0.01%
7,388
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686
$600K 0.01%
8,857
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687
$594K 0.01%
1,178
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688
$593K 0.01%
13,845
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689
$593K 0.01%
3,327
-165
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$592K 0.01%
9,438
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$591K 0.01%
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$587K 0.01%
24,693
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693
$587K 0.01%
7,020
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694
$587K 0.01%
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695
$587K 0.01%
3,364
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696
$585K 0.01%
17,979
+5,693
697
$582K 0.01%
3,784
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698
$580K 0.01%
3,461
-49
699
$577K 0.01%
8,700
+525
700
$574K 0.01%
7,909
+405
26 27
28
29 30