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
901
$351K ﹤0.01%
1,301
+143
902
$350K ﹤0.01%
50,646
+65
903
$350K ﹤0.01%
6,638
-691
904
$348K ﹤0.01%
+3,327
905
$347K ﹤0.01%
3,388
+24
906
$345K ﹤0.01%
18,079
+191
907
$345K ﹤0.01%
3,100
908
$345K ﹤0.01%
+10,423
909
$345K ﹤0.01%
4,789
+33
910
$344K ﹤0.01%
5,633
+1,171
911
$342K ﹤0.01%
7,267
+21
912
$340K ﹤0.01%
82,935
913
$337K ﹤0.01%
29,013
+15,589
914
$337K ﹤0.01%
4,666
-17
915
$336K ﹤0.01%
2,971
-342
916
$335K ﹤0.01%
4,375
917
$335K ﹤0.01%
2,398
+372
918
$333K ﹤0.01%
8,266
+3,151
919
$333K ﹤0.01%
6,981
+49
920
$333K ﹤0.01%
4,421
+592
921
$333K ﹤0.01%
2,154
+281
922
$332K ﹤0.01%
1,049
-3,552
923
$331K ﹤0.01%
3,450
-183
924
$329K ﹤0.01%
13,364
-2,180
925
$328K ﹤0.01%
+9,647
35 36
37
38 39