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 | |
|---|---|---|---|---|---|---|---|
| $339K | 0% | 1,800 +38 | +2% | +$7.15K | |||
| $338K | 0% | 10,206 | New | +$338K | |||
| $337K | 0% | 883 -48 | -5% | -$18.3K | |||
| $337K | 0% | 25,843 -5,447 | -17% | -$71.1K | |||
| $336K | 0% | 13,306 | New | +$336K | |||
| $335K | 0% | 3,658 +191 | +6% | +$17.5K | |||
| $334K | 0% | 4,482 +123 | +3% | +$9.16K | |||
| $334K | 0% | 2,158 +482 | +29% | +$74.5K | |||
| $333K | 0% | 6,341 | New | +$333K | |||
| $333K | 0% | 20,571 +3,325 | +19% | +$53.8K | |||
| $332K | 0% | 21,537 -3,451 | -14% | -$53.2K | |||
| $332K | 0% | 13,280 +4,474 | +51% | +$112K | |||
| $332K | 0% | 8,974 -4,216 | -32% | -$156K | |||
| $331K | 0% | 3,891 +116 | +3% | +$9.85K | |||
| $330K | 0% | 1,762 +238 | +16% | +$44.6K | |||
| $330K | 0% | 4,048 -64 | -2% | -$5.21K | |||
| $329K | 0% | 2,642 -4,907 | -65% | -$611K | |||
| $328K | 0% | 2,728 -303 | -10% | -$36.4K | |||
| $325K | 0% | 1,335 -78 | -6% | -$19K | |||
| $325K | 0% | 4,091 -1,642 | -29% | -$130K | |||
| $322K | 0% | 14,298 -1,999 | -12% | -$45.1K | |||
| $322K | 0% | 3,814 -278 | -7% | -$23.4K | |||
| $321K | 0% | 5,058 -1,900 | -27% | -$120K | |||
| $320K | 0% | 4,043 -23 | -0.6% | -$1.82K | |||
| $319K | 0% | 1,763 -159 | -8% | -$28.8K |
