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
51
$41.3M 0.44%
1,164,519
+1,137,114
52
$41.2M 0.44%
610,755
-6,471
53
$40.1M 0.43%
418,070
+160,533
54
$40.1M 0.43%
145,728
+16,187
55
$38.5M 0.41%
196,806
+7,677
56
$38.2M 0.41%
185,037
+2,219
57
$38M 0.41%
511,633
+47
58
$37.8M 0.41%
233,441
+138,121
59
$37.5M 0.4%
372,150
+39,315
60
$37.3M 0.4%
328,707
+150,432
61
$36.8M 0.39%
74,230
+1,705
62
$36.7M 0.39%
440,233
+21,307
63
$36.1M 0.39%
372,027
-19,973
64
$35.8M 0.38%
210,362
+80,293
65
$35M 0.38%
205,949
+5,065
66
$34.9M 0.37%
258,517
+16,315
67
$34.4M 0.37%
165,725
+15,285
68
$33.4M 0.36%
1,186,364
+101,079
69
$32.9M 0.35%
966,725
+104,573
70
$32M 0.34%
557,027
+14,010
71
$31.6M 0.34%
487,726
+11,272
72
$31.2M 0.34%
114,143
-2,998
73
$30.7M 0.33%
48,642
+1,508
74
$30.3M 0.32%
135,413
-94
75
$29.7M 0.32%
724,560
-17,833
1 2
3
4 5