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
851
$388K ﹤0.01%
30,137
+19,954
852
$388K ﹤0.01%
4,558
+767
853
$386K ﹤0.01%
+1,007
854
$386K ﹤0.01%
9,307
+4,907
855
$385K ﹤0.01%
3,238
+893
856
$385K ﹤0.01%
894
+280
857
$383K ﹤0.01%
876
+38
858
$383K ﹤0.01%
2,175
-454
859
$380K ﹤0.01%
4,959
+282
860
$380K ﹤0.01%
2,608
+199
861
$377K ﹤0.01%
12,446
+652
862
$377K ﹤0.01%
2,517
-125
863
$376K ﹤0.01%
1,747
-76
864
$375K ﹤0.01%
+3,957
865
$375K ﹤0.01%
+4,785
866
$375K ﹤0.01%
1,473
+453
867
$374K ﹤0.01%
26,306
+3,318
868
$372K ﹤0.01%
851
+155
869
$372K ﹤0.01%
9,744
+1,872
870
$372K ﹤0.01%
6,243
-9,737
871
$371K ﹤0.01%
2,726
+102
872
$371K ﹤0.01%
911
+230
873
$370K ﹤0.01%
12,497
+1,700
874
$370K ﹤0.01%
10,199
-461,195
875
$369K ﹤0.01%
51,398
33 34
35
36 37