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 | |
|---|---|---|---|---|---|---|---|
| $411K | 0% | 11,270 | New | +$411K | |||
| $410K | 0% | 8,548 -1,818 | -18% | -$87.3K | |||
| $409K | 0% | 12,611 +1,759 | +16% | +$57.1K | |||
| $409K | 0% | 2,220 | – | – | |||
| $408K | 0% | 1,811 +374 | +26% | +$84.3K | |||
| $407K | 0% | 1,836 +53 | +3% | +$11.7K | |||
| $406K | 0% | 3,634 -642 | -15% | -$71.8K | |||
| $406K | 0% | 4,252 -118 | -3% | -$11.3K | |||
| $405K | 0% | 15,167 -4,243 | -22% | -$113K | |||
| $404K | 0% | 20,795 +4,082 | +24% | +$79.4K | |||
| $403K | 0% | 3,410 +548 | +19% | +$64.7K | |||
| $401K | 0% | 7,387 -1,732 | -19% | -$94.1K | |||
| $401K | 0% | 10,447 +100 | +1% | +$3.84K | |||
| $401K | 0% | 76,009 -199,880 | -72% | -$1.05M | |||
| $399K | 0% | 5,830 -279 | -5% | -$19.1K | |||
| $399K | 0% | 4,956 -4,071 | -45% | -$328K | |||
| $398K | 0% | 3,870 | New | +$398K | |||
| $398K | 0% | 3,339 +46 | +1% | +$5.48K | |||
| $395K | 0% | 4,684 +54 | +1% | +$4.56K | |||
| $395K | 0% | 4,414 +118 | +3% | +$10.6K | |||
| $394K | 0% | 12,754 +1,209 | +10% | +$37.4K | |||
| $394K | 0% | 3,214 +48 | +2% | +$5.88K | |||
| $391K | 0% | 3,020 -318 | -10% | -$41.1K | |||
| $390K | 0% | 4,453 +1,067 | +32% | +$93.3K | |||
| $390K | 0% | 2,374 -15 | -0.6% | -$2.46K |
