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
926
$327K ﹤0.01%
+25,622
927
$325K ﹤0.01%
6,494
-742
928
$322K ﹤0.01%
1,074
-121
929
$322K ﹤0.01%
5,529
+277
930
$321K ﹤0.01%
1,440
+15
931
$321K ﹤0.01%
2,551
+822
932
$319K ﹤0.01%
+11,615
933
$319K ﹤0.01%
34,037
-1,830
934
$318K ﹤0.01%
+6,623
935
$318K ﹤0.01%
1,829
+627
936
$317K ﹤0.01%
3,775
937
$317K ﹤0.01%
+2,383
938
$316K ﹤0.01%
3,932
-5
939
$316K ﹤0.01%
2,882
+434
940
$315K ﹤0.01%
8,084
941
$315K ﹤0.01%
17,385
+60
942
$314K ﹤0.01%
+6,024
943
$314K ﹤0.01%
1,458
+24
944
$314K ﹤0.01%
3,545
+529
945
$313K ﹤0.01%
+6,897
946
$313K ﹤0.01%
1,869
-2,431
947
$313K ﹤0.01%
3,332
+18
948
$312K ﹤0.01%
3,215
+71
949
$311K ﹤0.01%
3,952
-30
950
$310K ﹤0.01%
10,001
+28
36 37
38
39 40