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 | |
|---|---|---|---|---|---|---|---|
| $286K | 0% | 4,719 -203 | -4% | -$12.3K | |||
| $284K | 0% | 15,396 -444 | -3% | -$8.2K | |||
| $284K | 0% | 2,244 +202 | +10% | +$25.6K | |||
| $283K | 0% | 3,403 +630 | +23% | +$52.5K | |||
| $283K | 0% | 4,754 +1,006 | +27% | +$59.9K | |||
| $281K | 0% | 5,662 -1 | -0% | -$50 | |||
| $281K | 0% | 10,463 -50,910 | -83% | -$1.37M | |||
| $281K | 0% | 3,155 -38 | -1% | -$3.38K | |||
| $280K | 0% | 4,596 | New | +$280K | |||
| $279K | 0% | 1,153 +101 | +10% | +$24.5K | |||
| $279K | 0% | 4,850 -40 | -0.8% | -$2.3K | |||
| $279K | 0% | 5,623 +35 | +0.6% | +$1.74K | |||
| $279K | 0% | 2,070 | New | +$279K | |||
| $279K | 0% | 12,737 +1,108 | +10% | +$24.2K | |||
| $278K | 0% | 4,033 -1,799 | -31% | -$124K | |||
| $277K | 0% | 16,036 -30 | -0.2% | -$519 | |||
| $277K | 0% | 1,266 +19 | +2% | +$4.15K | |||
| $277K | 0% | 3,901 +2,248 | +136% | +$159K | |||
| $276K | 0% | 3,823 -93 | -2% | -$6.73K | |||
| $276K | 0% | 2,727 +172 | +7% | +$17.4K | |||
| $276K | 0% | 2,072 +82 | +4% | +$10.9K | |||
| $272K | 0% | 5,920 -19 | -0.3% | -$875 | |||
| $272K | 0% | 5,360 | New | +$272K | |||
| $271K | 0% | 2,797 +52 | +2% | +$5.03K | |||
| $270K | 0% | 1,518 | New | +$270K |
