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
876
$368K ﹤0.01%
2,424
877
$368K ﹤0.01%
+7,987
878
$367K ﹤0.01%
690
+100
879
$367K ﹤0.01%
3,068
+967
880
$367K ﹤0.01%
30,180
+2,349
881
$366K ﹤0.01%
53,224
-1,738
882
$366K ﹤0.01%
2,293
+42
883
$366K ﹤0.01%
6,654
-3,839
884
$365K ﹤0.01%
5,532
+260
885
$363K ﹤0.01%
+6,233
886
$363K ﹤0.01%
1,912
+440
887
$361K ﹤0.01%
3,121
+14
888
$361K ﹤0.01%
2,744
+178
889
$360K ﹤0.01%
5,383
+172
890
$359K ﹤0.01%
7,353
891
$358K ﹤0.01%
4,967
-128
892
$357K ﹤0.01%
3,591
-212
893
$357K ﹤0.01%
3,477
+667
894
$356K ﹤0.01%
19,101
+1
895
$356K ﹤0.01%
930
+10
896
$356K ﹤0.01%
5,875
+24
897
$356K ﹤0.01%
2,403
+463
898
$354K ﹤0.01%
+4,572
899
$353K ﹤0.01%
+16,142
900
$352K ﹤0.01%
4,721
+202
34 35
36
37 38