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
1051
$252K ﹤0.01%
12,550
-71
1052
$251K ﹤0.01%
2,493
+3
1053
$251K ﹤0.01%
+13,511
1054
$250K ﹤0.01%
1,532
+43
1055
$250K ﹤0.01%
6,386
1056
$249K ﹤0.01%
17,065
1057
$249K ﹤0.01%
+2,884
1058
$248K ﹤0.01%
7,847
-164
1059
$248K ﹤0.01%
1,757
+78
1060
$248K ﹤0.01%
+2,694
1061
$248K ﹤0.01%
+11,482
1062
$247K ﹤0.01%
15,096
+59
1063
$247K ﹤0.01%
12,399
-504
1064
$247K ﹤0.01%
+2,527
1065
$247K ﹤0.01%
3,981
+219
1066
$247K ﹤0.01%
+667
1067
$247K ﹤0.01%
2,606
-115
1068
$246K ﹤0.01%
1,890
-42
1069
$246K ﹤0.01%
13,276
+83
1070
$246K ﹤0.01%
2,486
-64
1071
$245K ﹤0.01%
1,214
-48
1072
$244K ﹤0.01%
+2,673
1073
$243K ﹤0.01%
+1,809
1074
$243K ﹤0.01%
11,001
+16
1075
$243K ﹤0.01%
2,114
-353
41 42
43
44 45