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 | |
|---|---|---|---|---|---|---|---|
| $301K | 0% | 36,561 +4,691 | +15% | +$38.6K | |||
| $300K | 0% | 5,148 +823 | +19% | +$48K | |||
| $299K | 0% | 1,513 -80 | -5% | -$15.8K | |||
| $296K | 0% | 16,727 -4,661 | -22% | -$82.5K | |||
| $294K | 0% | 222 -14,914 | -99% | -$19.8M | |||
| $294K | 0% | 5,878 | – | – | |||
| $294K | 0% | 52,254 +4,241 | +9% | +$23.8K | |||
| $293K | 0% | 35,701 +12,007 | +51% | +$98.7K | |||
| $293K | 0% | 2,424 | – | – | |||
| $293K | 0% | 3,825 -550 | -13% | -$42.1K | |||
| $293K | 0% | 14,132 -254 | -2% | -$5.26K | |||
| $292K | 0% | 791 +26 | +3% | +$9.61K | |||
| $292K | 0% | 5,145 | New | +$292K | |||
| $292K | 0% | 120,628 +17,370 | +17% | +$42K | |||
| $292K | 0% | 1,568 +13 | +0.8% | +$2.42K | |||
| $290K | 0% | 950 -505 | -35% | -$154K | |||
| $290K | 0% | 3,998 -255 | -6% | -$18.5K | |||
| $289K | 0% | 8,008 +2,069 | +35% | +$74.8K | |||
| $289K | 0% | 859 +24 | +3% | +$8.08K | |||
| $289K | 0% | 19,392 +5,758 | +42% | +$85.7K | |||
| $289K | 0% | 16,034 +975 | +6% | +$17.6K | |||
| $288K | 0% | 18,220 -178 | -1% | -$2.82K | |||
| $288K | 0% | 75,371 +7,203 | +11% | +$27.5K | |||
| $287K | 0% | 1,875 -22 | -1% | -$3.37K | |||
| $287K | 0% | 4,841 -84 | -2% | -$4.97K |
