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 | |
|---|---|---|---|---|---|---|---|
| $435K | 0% | 9,109 | – | – | |||
| $434K | 0% | 10,426 +4,370 | +72% | +$182K | |||
| $433K | 0% | 4,815 -71 | -1% | -$6.39K | |||
| $433K | 0% | 22,123 -81 | -0.4% | -$1.59K | |||
| $428K | 0% | 20,505 +15,969 | +352% | +$334K | |||
| $428K | 0% | 4,365 | New | +$428K | |||
| $427K | 0% | 11,976 | – | – | |||
| $427K | 0% | 929 +3 | +0.3% | +$1.38K | |||
| $426K | 0% | 13,526 +83 | +0.6% | +$2.61K | |||
| $425K | 0% | 4,736 +298 | +7% | +$26.7K | |||
| $424K | 0% | 1,215 -309 | -20% | -$108K | |||
| $422K | 0% | 8,118 +275 | +4% | +$14.3K | |||
| $422K | 0% | 2,508 +96 | +4% | +$16.1K | |||
| $421K | 0% | 12,309 -1,863 | -13% | -$63.7K | |||
| $420K | 0% | 14,115 +7 | +0.1% | +$208 | |||
| $419K | 0% | 19,725 +373 | +2% | +$7.93K | |||
| $419K | 0% | 5,392 +297 | +6% | +$23.1K | |||
| $415K | 0% | 12,349 -1,272 | -9% | -$42.7K | |||
| $415K | 0% | 2,792 -26 | -0.9% | -$3.86K | |||
| $414K | 0% | 19,551 +384 | +2% | +$8.14K | |||
| $414K | 0% | 47,071 | New | +$414K | |||
| $413K | 0% | 3,017 -9 | -0.3% | -$1.23K | |||
| $413K | 0% | 3,807 +856 | +29% | +$92.8K | |||
| $413K | 0% | 5,012 -583 | -10% | -$48K | |||
| $412K | 0% | 10,023 -169 | -2% | -$6.95K |
