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 | |
|---|---|---|---|---|---|---|---|
| $365K | 0% | 1,496 -280 | -16% | -$68.3K | |||
| $364K | 0% | 6,433 +464 | +8% | +$26.3K | |||
| $363K | 0% | 3,797 +196 | +5% | +$18.7K | |||
| $362K | 0% | 4,711 -260 | -5% | -$20K | |||
| $362K | 0% | 38,062 -34 | -0.1% | -$323 | |||
| $361K | 0% | 20,547 -7,452 | -27% | -$131K | |||
| $361K | 0% | 3,931 -501 | -11% | -$46K | |||
| $360K | 0% | 5,239 +73 | +1% | +$5.02K | |||
| $360K | 0% | 15,089 +900 | +6% | +$21.4K | |||
| $359K | 0% | 1,450 +123 | +9% | +$30.5K | |||
| $359K | 0% | 8,289 -187 | -2% | -$8.1K | |||
| $357K | 0% | 3,603 +13 | +0.4% | +$1.29K | |||
| $356K | 0% | 5,786 +254 | +5% | +$15.6K | |||
| $355K | 0% | 31,800 -8,829 | -22% | -$98.6K | |||
| $354K | 0% | 3,531 +46 | +1% | +$4.61K | |||
| $353K | 0% | 5,924 +27 | +0.5% | +$1.61K | |||
| $352K | 0% | 64,009 +23,402 | +58% | +$129K | |||
| $352K | 0% | 2,212 -109 | -5% | -$17.3K | |||
| $350K | 0% | 7,753 +77 | +1% | +$3.48K | |||
| $348K | 0% | 15,756 +5,102 | +48% | +$113K | |||
| $347K | 0% | 9,592 -614 | -6% | -$22.2K | |||
| $347K | 0% | 682 -70 | -9% | -$35.6K | |||
| $346K | 0% | 6,472 +932 | +17% | +$49.8K | |||
| $343K | 0% | 12,469 | New | +$343K | |||
| $342K | 0% | 54,968 +1,113 | +2% | +$6.92K |
