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
801
$442K ﹤0.01%
45
+1
802
$441K ﹤0.01%
1,857
-14
803
$440K ﹤0.01%
13,196
-4
804
$440K ﹤0.01%
3,282
+254
805
$435K ﹤0.01%
3,633
+14
806
$435K ﹤0.01%
1,390
+70
807
$433K ﹤0.01%
+20,529
808
$431K ﹤0.01%
4,476
+1,155
809
$428K ﹤0.01%
13,135
+442
810
$427K ﹤0.01%
1,454
+375
811
$427K ﹤0.01%
14,102
+5
812
$425K ﹤0.01%
4,654
-924
813
$423K ﹤0.01%
17,369
-21
814
$422K ﹤0.01%
56,063
815
$422K ﹤0.01%
14,518
+667
816
$421K ﹤0.01%
4,399
+60
817
$420K ﹤0.01%
6,267
-1,109
818
$420K ﹤0.01%
1,921
-43
819
$419K ﹤0.01%
11,459
+514
820
$416K ﹤0.01%
17,492
+2,093
821
$415K ﹤0.01%
5,697
+17
822
$412K ﹤0.01%
14,941
-6,402
823
$412K ﹤0.01%
2,010
+373
824
$412K ﹤0.01%
1,195
+124
825
$411K ﹤0.01%
20,072
+741
31 32
33
34 35