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 | |
|---|---|---|---|---|---|---|---|
| $466K | 0% | 4,984 +1,256 | +34% | +$117K | |||
| $465K | 0% | 2,580 -6 | -0.2% | -$1.08K | |||
| $465K | 0% | 6,223 -1,830 | -23% | -$137K | |||
| $461K | 0% | 3,536 +279 | +9% | +$36.4K | |||
| $461K | 0% | 1,431 +18 | +1% | +$5.8K | |||
| $456K | 0% | 3,112 +127 | +4% | +$18.6K | |||
| $454K | 0% | 5,163 -534 | -9% | -$46.9K | |||
| $451K | 0% | 3,478 -589 | -14% | -$76.4K | |||
| $451K | 0% | 1,229 +36 | +3% | +$13.2K | |||
| $450K | 0% | 60,708 +8,118 | +15% | +$60.2K | |||
| $449K | 0% | 3,707 -1,220 | -25% | -$148K | |||
| $449K | 0% | 12,394 +1,253 | +11% | +$45.4K | |||
| $449K | 0% | 3,230 +261 | +9% | +$36.3K | |||
| $447K | 0% | 3,350 -1,450 | -30% | -$193K | |||
| $447K | 0% | 2,553 +12 | +0.5% | +$2.1K | |||
| $446K | 0% | 5,568 -51 | -0.9% | -$4.08K | |||
| $444K | 0% | 3,445 +59 | +2% | +$7.6K | |||
| $443K | 0% | 6,970 -869 | -11% | -$55.2K | |||
| $440K | 0% | 10,404 +68 | +0.7% | +$2.87K | |||
| $439K | 0% | 12,250 -10,500 | -46% | -$376K | |||
| $438K | 0% | 4,491 -1,906 | -30% | -$186K | |||
| $438K | 0% | 4,275 -163 | -4% | -$16.7K | |||
| $436K | 0% | 5,565 | New | +$436K | |||
| $436K | 0% | 1,331 +88 | +7% | +$28.8K | |||
| $435K | 0% | 21,555 | New | +$435K |
