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 | |
|---|---|---|---|---|---|---|---|
| $576K | 0% | 9,036 -10 | -0.1% | -$638 | |||
| $575K | 0% | 1,498 +55 | +4% | +$21.1K | |||
| $573K | 0% | 25,535 -806 | -3% | -$18.1K | |||
| $569K | 0% | 4,183 +244 | +6% | +$33.2K | |||
| $568K | 0% | 20,951 +1,631 | +8% | +$44.2K | |||
| $562K | 0% | 14,196 -2,642 | -16% | -$105K | |||
| $561K | 0% | 8,463 +204 | +2% | +$13.5K | |||
| $561K | 0% | 16,408 | – | – | |||
| $560K | 0% | 7,751 -11 | -0.1% | -$794 | |||
| $557K | 0% | 11,100 | – | – | |||
| $554K | 0% | 2,609 +510 | +24% | +$108K | |||
| $552K | 0% | 23,853 -2,070 | -8% | -$47.9K | |||
| $551K | 0% | 3,499 +1,448 | +71% | +$228K | |||
| $551K | 0% | 7,197 -2,199 | -23% | -$168K | |||
| $546K | 0% | 9,090 -1,336 | -13% | -$80.3K | |||
| $545K | 0% | 9,247 -791 | -8% | -$46.6K | |||
| $545K | 0% | 11,539 +1,362 | +13% | +$64.3K | |||
| $540K | 0% | 7,569 -985 | -12% | -$70.3K | |||
| $537K | 0% | 2,845 | – | – | |||
| $536K | 0% | 2,369 -26 | -1% | -$5.88K | |||
| $535K | 0% | 936 +96 | +11% | +$54.9K | |||
| $534K | 0% | 7,580 -70 | -0.9% | -$4.93K | |||
| $531K | 0% | 25,035 +240 | +1% | +$5.1K | |||
| $529K | 0% | 11,712 -96 | -0.8% | -$4.34K | |||
| $529K | 0% | 1,565 +26 | +2% | +$8.79K |
