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 | |
|---|---|---|---|---|---|---|---|
| $603K | 0% | 109,517 +5,804 | +6% | +$32K | |||
| $602K | 0% | 4,284 -390 | -8% | -$54.8K | |||
| $601K | 0% | 6,168 -116 | -2% | -$11.3K | |||
| $601K | 0% | 19,668 | – | – | |||
| $598K | 0% | 5,050 +482 | +11% | +$57K | |||
| $595K | 0% | 15,182 -969 | -6% | -$38K | |||
| $594K | 0% | 6,759 +1,300 | +24% | +$114K | |||
| $592K | 0% | 2,757 -21 | -0.8% | -$4.51K | |||
| $592K | 0% | 18,813 | New | +$592K | |||
| $591K | 0% | 1,017 +133 | +15% | +$77.3K | |||
| $591K | 0% | 2,795 +701 | +33% | +$148K | |||
| $590K | 0% | 5,398 -597 | -10% | -$65.3K | |||
| $590K | 0% | 1,864 +148 | +9% | +$46.8K | |||
| $589K | 0% | 57,361 | New | +$589K | |||
| $588K | 0% | 74,273 +1,927 | +3% | +$15.3K | |||
| $588K | 0% | 6,879 +1,611 | +31% | +$138K | |||
| $588K | 0% | 3,851 +187 | +5% | +$28.5K | |||
| $588K | 0% | 11,038 | New | +$588K | |||
| $588K | 0% | 15,522 +73 | +0.5% | +$2.76K | |||
| $585K | 0% | 3,386 +613 | +22% | +$106K | |||
| $582K | 0% | 5,966 -202 | -3% | -$19.7K | |||
| $582K | 0% | 82,538 | – | – | |||
| $578K | 0% | 9,944 -112 | -1% | -$6.51K | |||
| $578K | 0% | 10,850 | – | – | |||
| $577K | 0% | 4,960 +133 | +3% | +$15.5K |
