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
826
$408K ﹤0.01%
9,757
-280
827
$406K ﹤0.01%
1,465
828
$404K ﹤0.01%
+21,224
829
$403K ﹤0.01%
51,964
-166
830
$403K ﹤0.01%
+6,761
831
$403K ﹤0.01%
96,308
+5,259
832
$402K ﹤0.01%
3,645
+158
833
$402K ﹤0.01%
3,255
+1,099
834
$401K ﹤0.01%
+4,415
835
$400K ﹤0.01%
5,041
+4
836
$400K ﹤0.01%
5,737
+441
837
$400K ﹤0.01%
5,394
+592
838
$399K ﹤0.01%
2,560
+95
839
$398K ﹤0.01%
10,489
-2,623
840
$398K ﹤0.01%
866
-215
841
$398K ﹤0.01%
21,215
-2,184
842
$396K ﹤0.01%
3,950
+1,185
843
$396K ﹤0.01%
3,592
+986
844
$395K ﹤0.01%
4,002
+1,711
845
$395K ﹤0.01%
1,585
+84
846
$392K ﹤0.01%
16,019
+7,490
847
$391K ﹤0.01%
3,589
-299
848
$390K ﹤0.01%
9,756
+1,122
849
$388K ﹤0.01%
9,417
+24
850
$388K ﹤0.01%
39,559
32 33
34
35 36