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
701
$571K 0.01%
24,690
+1,449
702
$569K 0.01%
+8,360
703
$568K 0.01%
3,980
+1,058
704
$566K 0.01%
38,194
+1,358
705
$566K 0.01%
2,115
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706
$563K 0.01%
27,453
-12,987
707
$562K 0.01%
2,375
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708
$561K 0.01%
7,435
+1,507
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$559K 0.01%
8,322
+1,089
710
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11,184
+3,015
711
$555K 0.01%
15,443
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712
$554K 0.01%
73,049
-1,211
713
$553K 0.01%
8,218
+10
714
$553K 0.01%
8,463
+361
715
$550K 0.01%
28,776
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716
$539K 0.01%
35,076
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717
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718
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9,040
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719
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720
$535K 0.01%
9,291
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721
$534K 0.01%
5,298
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722
$529K 0.01%
1,471
+347
723
$527K 0.01%
18,540
+6,564
724
$527K 0.01%
12,767
+860
725
$526K 0.01%
3,301
+219
27 28
29
30 31