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
76
$29.5M 0.32%
75,446
+7,406
77
$28.8M 0.31%
160,932
-2,156
78
$27.7M 0.3%
327,200
+16,186
79
$27.4M 0.29%
611,088
-82,388
80
$27.1M 0.29%
557,728
-34,686
81
$26M 0.28%
117,579
+22,700
82
$26M 0.28%
144,431
-171
83
$25.8M 0.28%
115,430
+13,405
84
$25.3M 0.27%
80,580
+1,786
85
$25M 0.27%
82,244
+10,278
86
$24.8M 0.27%
308,284
+11,897
87
$24.3M 0.26%
612,878
+75,908
88
$23.9M 0.26%
+304,834
89
$23.3M 0.25%
216,197
+7,923
90
$23.2M 0.25%
96,610
+6,216
91
$22.1M 0.24%
193,764
+31,720
92
$21.4M 0.23%
561,701
-7,093
93
$21.2M 0.23%
327,741
+277,165
94
$20.7M 0.22%
646,159
+743
95
$20.3M 0.22%
77,536
+3,363
96
$20.2M 0.22%
22,555
-1,796
97
$19.9M 0.21%
37,793
+2,203
98
$19.9M 0.21%
474,837
+9,381
99
$19.8M 0.21%
564,621
+327,143
100
$18.6M 0.2%
204,181
+196,203
2 3
4
5 6