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
1076
$243K ﹤0.01%
+2,151
1077
$242K ﹤0.01%
927
-126
1078
$242K ﹤0.01%
13,352
-6
1079
$242K ﹤0.01%
2,812
-52
1080
$241K ﹤0.01%
4,713
1081
$240K ﹤0.01%
1,196
+74
1082
$240K ﹤0.01%
16,722
-156
1083
$239K ﹤0.01%
10,360
-19
1084
$239K ﹤0.01%
21,610
+320
1085
$239K ﹤0.01%
6,768
+168
1086
$238K ﹤0.01%
4,823
-7
1087
$238K ﹤0.01%
+2,424
1088
$237K ﹤0.01%
7,548
-50
1089
$236K ﹤0.01%
+822
1090
$236K ﹤0.01%
13,652
+26
1091
$235K ﹤0.01%
2,922
-172
1092
$235K ﹤0.01%
4,661
1093
$235K ﹤0.01%
+5,875
1094
$235K ﹤0.01%
6,432
-98
1095
$234K ﹤0.01%
1,490
+1
1096
$234K ﹤0.01%
5,843
+380
1097
$233K ﹤0.01%
+2,160
1098
$233K ﹤0.01%
+3,733
1099
$232K ﹤0.01%
3,922
-86
1100
$232K ﹤0.01%
+1,817
42 43
44
45 46