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 | |
|---|---|---|---|---|---|---|---|
| $781K | 0.01% | 6,018 +1,282 | +27% | +$166K | |||
| $779K | 0.01% | 10,649 -55 | -0.5% | -$4.03K | |||
| $773K | 0.01% | 21,231 +285 | +1% | +$10.4K | |||
| $772K | 0.01% | 14,976 | – | – | |||
| $772K | 0.01% | 20,148 +218 | +1% | +$8.35K | |||
| $772K | 0.01% | 6,202 -2,684 | -30% | -$334K | |||
| $771K | 0.01% | 8,306 +5,088 | +158% | +$472K | |||
| $767K | 0.01% | 14,178 -371 | -3% | -$20.1K | |||
| $765K | 0.01% | 25,143 -5,463 | -18% | -$166K | |||
| $763K | 0.01% | 8,873 +580 | +7% | +$49.9K | |||
| $763K | 0.01% | 24,760 -37,408 | -60% | -$1.15M | |||
| $761K | 0.01% | 6,980 | – | – | |||
| $752K | 0.01% | 3,630 +254 | +8% | +$52.6K | |||
| $749K | 0.01% | 11,409 -102 | -0.9% | -$6.69K | |||
| $745K | 0.01% | 15,434 +4,415 | +40% | +$213K | |||
| $745K | 0.01% | 14,310 +139 | +1% | +$7.24K | |||
| $745K | 0.01% | 3,431 +35 | +1% | +$7.6K | |||
| $740K | 0.01% | 627 +11 | +2% | +$13K | |||
| $739K | 0.01% | 8,165 -587 | -7% | -$53.1K | |||
| $738K | 0.01% | 3,354 -144 | -4% | -$31.7K | |||
| $731K | 0.01% | 2,531 -72 | -3% | -$20.8K | |||
| $731K | 0.01% | 7,061 +1,314 | +23% | +$136K | |||
| $728K | 0.01% | 26,291 +1,163 | +5% | +$32.2K | |||
| $728K | 0.01% | 26,150 +14,587 | +126% | +$406K | |||
| $726K | 0.01% | 5,803 +91 | +2% | +$11.4K |
