SFA

Sequoia Financial Advisors Portfolio holdings

AUM $12.9B
AUM
$12.9B
AUM Growth
+$2.6B
Cap. Flow
+$2.94B
Cap. Flow %
22.74%
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

1Technology10.94%
2Financials7.21%
3Consumer Discretionary5.11%
4Industrials4.31%
5Healthcare4.1%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$388K0%2,255
+1,149
+104%
+$198K
$388K0%6,279
-2,189
-26%
-$135K
$387K0%7,316
-116
-2%
-$6.14K
$387K0%7,672
-15,224
-66%
-$767K
$386K0%2,412
-354
-13%
-$56.7K
$386K0%13,016
-44,895
-78%
-$1.33M
$384K0%3,362 New
+$384K
$382K0%1,928
+49
+3%
+$9.7K
$379K0%7,298
+283
+4%
+$14.7K
$379K0%4,410
-320
-7%
-$27.5K
$378K0%5,679
+780
+16%
+$52K
$377K0%30,467
+45
+0.2%
+$558
$377K0%10,354
+545
+6%
+$19.9K
$376K0%8,133
-6
-0.1%
-$278
$376K0%31,579
+1,193
+4%
+$14.2K
$375K0%1,047
+35
+3%
+$12.5K
$374K0%4,038
+47
+1%
+$4.35K
$372K0%9,320
-2,885
-24%
-$115K
$372K0%4,886
-50
-1%
-$3.81K
$371K0%56,427
-22
-0%
-$145
$370K0%3,245
+250
+8%
+$28.5K
$370K0%2,831
+207
+8%
+$27K
$368K0%4,663 New
+$368K
$367K0%5,165 ––
$365K0%4,729
+139
+3%
+$10.7K
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