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
976
$294K ﹤0.01%
3,264
-316
977
$293K ﹤0.01%
1,787
+32
978
$293K ﹤0.01%
+1,867
979
$292K ﹤0.01%
2,382
-114
980
$291K ﹤0.01%
3,116
-65
981
$290K ﹤0.01%
3,081
+180
982
$290K ﹤0.01%
+2,355
983
$289K ﹤0.01%
4,505
+147
984
$285K ﹤0.01%
5,887
+146
985
$285K ﹤0.01%
3,193
+855
986
$285K ﹤0.01%
16,006
-511
987
$284K ﹤0.01%
2,609
+159
988
$284K ﹤0.01%
1,421
+115
989
$284K ﹤0.01%
4,186
-237
990
$283K ﹤0.01%
3,432
+777
991
$283K ﹤0.01%
5,378
-3,157
992
$283K ﹤0.01%
5,666
-2
993
$281K ﹤0.01%
+2,156
994
$281K ﹤0.01%
+38,062
995
$281K ﹤0.01%
29,971
+643
996
$281K ﹤0.01%
2,560
+89
997
$280K ﹤0.01%
+2,472
998
$280K ﹤0.01%
1,530
-62
999
$280K ﹤0.01%
8,910
-82
1000
$279K ﹤0.01%
+11,614
38 39
40
41 42