SFA

Sequoia Financial Advisors Portfolio holdings

AUM $12.9B
AUM
$12.9B
AUM Growth
+$2.6B
Cap. Flow
+$2.94B
Cap. Flow %
22.74%
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

1Technology10.94%
2Financials7.21%
3Consumer Discretionary5.11%
4Industrials4.31%
5Healthcare4.1%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$319K0%13,259
+535
+4%
+$12.9K
$317K0%7,500 New
+$317K
$316K0%3,779
-47
-1%
-$3.93K
$315K0%4,923 New
+$315K
$314K0%8,084 ––
$313K0%3,289
+29
+0.9%
+$2.76K
$313K0%8,067
-158
-2%
-$6.13K
$313K0%4,166
-905
-18%
-$67.9K
$312K0%9,400
-1,839
-16%
-$61.1K
$312K0%2,014
+154
+8%
+$23.9K
$312K0%6,432 New
+$312K
$311K0%32,643
-4,426
-12%
-$42.2K
$311K0%11,718
+220
+2%
+$5.85K
$311K0%99,944
+61,679
+161%
+$192K
$311K0%5,352
+63
+1%
+$3.66K
$310K0%2,746
+437
+19%
+$49.3K
$309K0%3,537
+43
+1%
+$3.76K
$309K0%1,134 New
+$309K
$307K0%1,150
+177
+18%
+$47.3K
$306K0%13,326
+4,038
+43%
+$92.7K
$305K0%11,942
+175
+1%
+$4.46K
$303K0%3,740
-24
-0.6%
-$1.94K
$302K0%5,106
+128
+3%
+$7.58K
$302K0%1,775 New
+$302K
$301K0%923
-33
-3%
-$10.7K
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