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
751
$493K 0.01%
3,657
-556
752
$492K 0.01%
5,034
+2,279
753
$489K 0.01%
8,183
+647
754
$486K 0.01%
3,326
+383
755
$486K 0.01%
13,190
+4,216
756
$485K 0.01%
9,404
+4,248
757
$485K 0.01%
13,804
+2,439
758
$483K 0.01%
11,825
+1,666
759
$481K 0.01%
4,058
-915
760
$481K 0.01%
5,705
+2,405
761
$479K 0.01%
1,504
+92
762
$479K 0.01%
2,410
-6
763
$478K 0.01%
26,246
+583
764
$477K 0.01%
12,739
+1,651
765
$476K 0.01%
3,506
-361
766
$476K 0.01%
2,985
+189
767
$474K 0.01%
4,312
+305
768
$473K 0.01%
10,311
+2,430
769
$473K 0.01%
20,267
+545
770
$471K 0.01%
4,272
+568
771
$471K 0.01%
4,262
-18
772
$470K 0.01%
31,088
-757
773
$470K 0.01%
20,356
+1,150
774
$469K 0.01%
6,958
-892
775
$468K 0.01%
9,631
-875
29 30
31
32 33