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
776
$466K 0.01%
3,804
-570
777
$463K 0.01%
56,127
+14,548
778
$463K 0.01%
36,921
+4,947
779
$460K ﹤0.01%
1,621
-31
780
$460K ﹤0.01%
4,242
+561
781
$459K ﹤0.01%
1,781
-210
782
$459K ﹤0.01%
9,651
+1,993
783
$457K ﹤0.01%
25,273
+51
784
$457K ﹤0.01%
+4,981
785
$456K ﹤0.01%
17,368
786
$455K ﹤0.01%
6,902
-1,949
787
$455K ﹤0.01%
2,526
+129
788
$454K ﹤0.01%
1,542
+353
789
$454K ﹤0.01%
10,925
+360
790
$453K ﹤0.01%
4,051
+190
791
$452K ﹤0.01%
13,996
+5,476
792
$450K ﹤0.01%
2,550
+10
793
$450K ﹤0.01%
1,221
+184
794
$447K ﹤0.01%
5,426
+293
795
$446K ﹤0.01%
5,297
796
$445K ﹤0.01%
2,297
-285
797
$444K ﹤0.01%
2,605
-145
798
$444K ﹤0.01%
2,729
+879
799
$443K ﹤0.01%
9,109
800
$442K ﹤0.01%
+2,424
30 31
32
33 34