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
1001
$279K ﹤0.01%
+3,967
1002
$279K ﹤0.01%
2,466
-1,127
1003
$278K ﹤0.01%
16,646
-873
1004
$278K ﹤0.01%
+2,693
1005
$278K ﹤0.01%
10,980
-266
1006
$277K ﹤0.01%
33,500
1007
$277K ﹤0.01%
10,319
-120
1008
$276K ﹤0.01%
16,709
+1,980
1009
$276K ﹤0.01%
1,563
+52
1010
$276K ﹤0.01%
+2,602
1011
$275K ﹤0.01%
9,218
1012
$274K ﹤0.01%
3,463
+268
1013
$273K ﹤0.01%
16,022
-40
1014
$272K ﹤0.01%
553
+5
1015
$270K ﹤0.01%
44,734
-688
1016
$270K ﹤0.01%
1,492
+42
1017
$270K ﹤0.01%
3,300
-187
1018
$270K ﹤0.01%
16,155
+119
1019
$270K ﹤0.01%
5,282
-5,908
1020
$269K ﹤0.01%
4,375
-96
1021
$269K ﹤0.01%
6,436
-2,858
1022
$268K ﹤0.01%
+3,764
1023
$267K ﹤0.01%
+28,186
1024
$267K ﹤0.01%
+2,788
1025
$267K ﹤0.01%
3,321
-154
39 40
41
42 43