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
951
$309K ﹤0.01%
6,198
+785
952
$309K ﹤0.01%
23,437
+10,873
953
$308K ﹤0.01%
2,160
-62
954
$308K ﹤0.01%
15,465
+1,181
955
$308K ﹤0.01%
1,584
956
$307K ﹤0.01%
8,802
+31
957
$306K ﹤0.01%
4,202
+320
958
$306K ﹤0.01%
1,925
+520
959
$304K ﹤0.01%
9,021
-663
960
$304K ﹤0.01%
2,582
961
$303K ﹤0.01%
2,706
-50,549
962
$303K ﹤0.01%
4,600
+210
963
$302K ﹤0.01%
11,245
+247
964
$302K ﹤0.01%
+1,117
965
$300K ﹤0.01%
6,149
+579
966
$300K ﹤0.01%
697
+54
967
$299K ﹤0.01%
4,527
+95
968
$299K ﹤0.01%
2,407
-18
969
$299K ﹤0.01%
1,976
+24
970
$298K ﹤0.01%
3,276
-1,118
971
$298K ﹤0.01%
1,486
+24
972
$298K ﹤0.01%
+4,419
973
$297K ﹤0.01%
2,306
-29
974
$296K ﹤0.01%
11,600
+183
975
$296K ﹤0.01%
+4,134
37 38
39
40 41