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
726
$523K 0.01%
2,300
-3
727
$523K 0.01%
2,321
+138
728
$522K 0.01%
19,975
729
$520K 0.01%
56,557
-46
730
$518K 0.01%
3,419
-399
731
$514K 0.01%
881
-9
732
$514K 0.01%
+3,375
733
$513K 0.01%
12,310
-1,810
734
$512K 0.01%
209,658
+38,622
735
$511K 0.01%
+19,152
736
$510K 0.01%
3,632
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737
$507K 0.01%
4,002
-161
738
$507K 0.01%
4,890
-805
739
$506K 0.01%
27,385
+1,211
740
$506K 0.01%
2,073
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741
$505K 0.01%
2,635
+773
742
$502K 0.01%
5,112
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743
$502K 0.01%
12,494
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744
$502K 0.01%
1,872
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745
$498K 0.01%
9,530
-285
746
$498K 0.01%
1,987
+44
747
$495K 0.01%
7,406
-1,316
748
$495K 0.01%
21,315
-940
749
$494K 0.01%
48,491
-5,576
750
$493K 0.01%
2,120
+31
28 29
30
31 32