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 | |
|---|---|---|---|---|---|---|---|
| $497K | 0% | 2,132 -118 | -5% | -$27.5K | |||
| $493K | 0% | 4,127 -99 | -2% | -$11.8K | |||
| $490K | 0% | 1,077 +58 | +6% | +$26.4K | |||
| $485K | 0% | 3,167 +634 | +25% | +$97.1K | |||
| $483K | 0% | 7,951 -1,581 | -17% | -$96K | |||
| $482K | 0% | 21,470 +4,210 | +24% | +$94.6K | |||
| $482K | 0% | 5,218 -36 | -0.7% | -$3.33K | |||
| $481K | 0% | 2,316 +113 | +5% | +$23.5K | |||
| $480K | 0% | 13,751 -2,294 | -14% | -$80.1K | |||
| $480K | 0% | 8,994 +231 | +3% | +$12.3K | |||
| $476K | 0% | 15,726 | New | +$476K | |||
| $473K | 0% | 6,427 +2,539 | +65% | +$187K | |||
| $472K | 0% | 1,785 -138 | -7% | -$36.5K | |||
| $472K | 0% | 6,560 +257 | +4% | +$18.5K | |||
| $471K | 0% | 947 +24 | +3% | +$11.9K | |||
| $471K | 0% | 5,769 +460 | +9% | +$37.6K | |||
| $471K | 0% | 3,684 +479 | +15% | +$61.3K | |||
| $471K | 0% | 2,564 -3,051 | -54% | -$560K | |||
| $470K | 0% | 14,048 +90 | +0.6% | +$3.01K | |||
| $469K | 0% | 2,710 -249 | -8% | -$43.1K | |||
| $468K | 0% | 18,462 +1,094 | +6% | +$27.8K | |||
| $468K | 0% | 1,277 -3,156 | -71% | -$1.16M | |||
| $467K | 0% | 8,073 | New | +$467K | |||
| $467K | 0% | 37,056 +3,373 | +10% | +$42.5K | |||
| $467K | 0% | 25,144 -1,932 | -7% | -$35.9K |
