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 | |
|---|---|---|---|---|---|---|---|
| $269K | 0% | 24,281 -2,810 | -10% | -$31.2K | |||
| $268K | 0% | 10,150 | New | +$268K | |||
| $268K | 0% | 37 -10 | -21% | -$72.4K | |||
| $267K | 0% | 3,191 -212 | -6% | -$17.7K | |||
| $266K | 0% | 3,282 -470 | -13% | -$38.1K | |||
| $265K | 0% | 2,518 | New | +$265K | |||
| $264K | 0% | 10,743 -829 | -7% | -$20.4K | |||
| $264K | 0% | 1,755 -207 | -11% | -$31.2K | |||
| $264K | 0% | 9,224 +6 | +0.1% | +$171 | |||
| $263K | 0% | 2,492 -23 | -0.9% | -$2.43K | |||
| $263K | 0% | 2,253 +565 | +33% | +$66K | |||
| $263K | 0% | 3,467 +359 | +12% | +$27.2K | |||
| $262K | 0% | 3,367 +176 | +6% | +$13.7K | |||
| $262K | 0% | 1,565 -26 | -2% | -$4.36K | |||
| $262K | 0% | 6,400 | New | +$262K | |||
| $262K | 0% | 7,302 +273 | +4% | +$9.78K | |||
| $261K | 0% | 5,041 +808 | +19% | +$41.8K | |||
| $261K | 0% | 1,164 -170 | -13% | -$38.1K | |||
| $261K | 0% | 771 +15 | +2% | +$5.07K | |||
| $260K | 0% | 5,292 -89 | -2% | -$4.38K | |||
| $260K | 0% | 1,823 +127 | +7% | +$18.1K | |||
| $259K | 0% | 3,646 +100 | +3% | +$7.12K | |||
| $259K | 0% | 5,865 | – | – | |||
| $257K | 0% | 6,318 -1,653 | -21% | -$67.3K | |||
| $256K | 0% | 3,673 | New | +$256K |
