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 | |
|---|---|---|---|---|---|---|---|
| $662K | 0.01% | 8,242 | New | +$662K | |||
| $660K | 0.01% | 38,441 -1,891 | -5% | -$32.5K | |||
| $659K | 0.01% | 19,243 +5,804 | +43% | +$199K | |||
| $657K | 0.01% | 3,817 -418 | -10% | -$72K | |||
| $657K | 0.01% | 4,111 +129 | +3% | +$20.6K | |||
| $656K | 0.01% | 48,130 -762 | -2% | -$10.4K | |||
| $653K | 0.01% | 6,304 | New | +$653K | |||
| $649K | 0.01% | 18,087 +1,205 | +7% | +$43.2K | |||
| $644K | 0.01% | 11,253 +44 | +0.4% | +$2.52K | |||
| $643K | 0.01% | 16,060 +1,854 | +13% | +$74.2K | |||
| $635K | 0% | 19,784 -1,661 | -8% | -$53.3K | |||
| $633K | 0% | 9,922 +772 | +8% | +$49.3K | |||
| $630K | 0% | 2,645 +488 | +23% | +$116K | |||
| $630K | 0% | 6,568 -54 | -0.8% | -$5.18K | |||
| $628K | 0% | 25,276 +2,359 | +10% | +$58.6K | |||
| $625K | 0% | 9,473 | New | +$625K | |||
| $624K | 0% | 4,240 -384 | -8% | -$56.5K | |||
| $623K | 0% | 3,293 +77 | +2% | +$14.6K | |||
| $622K | 0% | 25,953 -3,356 | -11% | -$80.5K | |||
| $622K | 0% | 2,470 -14 | -0.6% | -$3.53K | |||
| $621K | 0% | 7,827 | New | +$621K | |||
| $619K | 0% | 20,103 +3,845 | +24% | +$118K | |||
| $619K | 0% | 14,782 -293,183 | -95% | -$12.3M | |||
| $612K | 0% | 16,765 -5,887 | -26% | -$215K | |||
| $611K | 0% | 2,478 | – | – |
