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 | |
|---|---|---|---|---|---|---|---|
| $718K | 0.01% | 7,025 -79 | -1% | -$8.07K | |||
| $711K | 0.01% | 1,694 -37 | -2% | -$15.5K | |||
| $710K | 0.01% | 14,052 -1,331 | -9% | -$67.2K | |||
| $706K | 0.01% | 13,709 | New | +$706K | |||
| $704K | 0.01% | 12,576 -984 | -7% | -$55.1K | |||
| $703K | 0.01% | 1,318 -58 | -4% | -$30.9K | |||
| $703K | 0.01% | 2,595 +278 | +12% | +$75.3K | |||
| $700K | 0.01% | 8,521 | New | +$700K | |||
| $700K | 0.01% | 6,425 -616 | -9% | -$67.1K | |||
| $697K | 0.01% | 24,219 | New | +$697K | |||
| $697K | 0.01% | 14,663 +3,453 | +31% | +$164K | |||
| $697K | 0.01% | 2,188 -92 | -4% | -$29.3K | |||
| $692K | 0.01% | 13,355 +6,701 | +101% | +$347K | |||
| $685K | 0.01% | 12,522 -688 | -5% | -$37.6K | |||
| $684K | 0.01% | 7,093 -1,173 | -14% | -$113K | |||
| $681K | 0.01% | 7,919 -759 | -9% | -$65.3K | |||
| $677K | 0.01% | 8,174 -204 | -2% | -$16.9K | |||
| $676K | 0.01% | 2,388 +48 | +2% | +$13.6K | |||
| $676K | 0.01% | 62,966 +1,588 | +3% | +$17K | |||
| $669K | 0.01% | 17,736 -691 | -4% | -$26.1K | |||
| $669K | 0.01% | 22,501 +14,996 | +200% | +$446K | |||
| $666K | 0.01% | 6,982 +3,401 | +95% | +$324K | |||
| $665K | 0.01% | 6,362 +4,234 | +199% | +$443K | |||
| $664K | 0.01% | 15,103 +3,199 | +27% | +$141K | |||
| $663K | 0.01% | 4,114 -250 | -6% | -$40.3K |
