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
1026
$266K ﹤0.01%
798
+195
1027
$266K ﹤0.01%
4,258
+17
1028
$265K ﹤0.01%
1,804
+18
1029
$265K ﹤0.01%
3,753
+178
1030
$264K ﹤0.01%
+4,363
1031
$264K ﹤0.01%
1,461
+82
1032
$263K ﹤0.01%
2,335
+600
1033
$263K ﹤0.01%
3,260
-148
1034
$262K ﹤0.01%
1,065
+12
1035
$261K ﹤0.01%
+5,296
1036
$260K ﹤0.01%
15,104
+67
1037
$259K ﹤0.01%
723
+81
1038
$259K ﹤0.01%
3,373
+278
1039
$258K ﹤0.01%
1,847
-349
1040
$258K ﹤0.01%
7,502
1041
$258K ﹤0.01%
19,781
1042
$257K ﹤0.01%
3,108
1043
$256K ﹤0.01%
+36,118
1044
$255K ﹤0.01%
+9,864
1045
$255K ﹤0.01%
2,582
+338
1046
$255K ﹤0.01%
1,876
-937
1047
$254K ﹤0.01%
8,372
+7
1048
$253K ﹤0.01%
+7,275
1049
$253K ﹤0.01%
5,161
-5,880
1050
$252K ﹤0.01%
2,848
-69
40 41
42
43 44