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
1101
$230K ﹤0.01%
+8,508
1102
$230K ﹤0.01%
1,460
1103
$229K ﹤0.01%
2,881
-105
1104
$228K ﹤0.01%
5,049
-665
1105
$227K ﹤0.01%
10,842
+629
1106
$227K ﹤0.01%
+3,698
1107
$227K ﹤0.01%
4,502
-368
1108
$226K ﹤0.01%
2,799
+303
1109
$226K ﹤0.01%
7,905
+976
1110
$226K ﹤0.01%
+2,154
1111
$226K ﹤0.01%
11,017
+74
1112
$226K ﹤0.01%
25,215
+1,063
1113
$226K ﹤0.01%
7,768
-2,067
1114
$226K ﹤0.01%
+10,075
1115
$225K ﹤0.01%
4,795
-5,282
1116
$225K ﹤0.01%
852
-21
1117
$225K ﹤0.01%
+977
1118
$224K ﹤0.01%
+4,673
1119
$224K ﹤0.01%
2,651
-1,613
1120
$223K ﹤0.01%
+2,884
1121
$223K ﹤0.01%
769
+2
1122
$222K ﹤0.01%
+3,266
1123
$222K ﹤0.01%
14,733
+45
1124
$221K ﹤0.01%
+4,054
1125
$221K ﹤0.01%
+14,200
43 44
45
46 47