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 | |
|---|---|---|---|---|---|---|---|
| $256K | 0% | 10,206 | New | +$256K | |||
| $256K | 0% | 3,755 | – | – | |||
| $256K | 0% | 5,102 | New | +$256K | |||
| $255K | 0% | 3,777 +704 | +23% | +$47.5K | |||
| $255K | 0% | 3,619 -322 | -8% | -$22.7K | |||
| $255K | 0% | 2,313 | New | +$255K | |||
| $255K | 0% | 1,207 | New | +$255K | |||
| $254K | 0% | 2,875 | – | – | |||
| $254K | 0% | 6,544 +485 | +8% | +$18.8K | |||
| $253K | 0% | 50,361 -153 | -0.3% | -$770 | |||
| $253K | 0% | 3,851 -42 | -1% | -$2.76K | |||
| $253K | 0% | 723 -30 | -4% | -$10.5K | |||
| $252K | 0% | 3,610 -415 | -10% | -$29K | |||
| $251K | 0% | 825 -57 | -6% | -$17.4K | |||
| $251K | 0% | 3,285 | New | +$251K | |||
| $251K | 0% | 2,393 -1,342 | -36% | -$141K | |||
| $250K | 0% | 14,803 +1,171 | +9% | +$19.8K | |||
| $250K | 0% | 2,519 -417 | -14% | -$41.4K | |||
| $250K | 0% | 3,197 +1,054 | +49% | +$82.4K | |||
| $249K | 0% | 5,307 -4,316 | -45% | -$203K | |||
| $248K | 0% | 1,988 +30 | +2% | +$3.75K | |||
| $248K | 0% | 8,390 +7 | +0.1% | +$207 | |||
| $248K | 0% | 4,765 -107 | -2% | -$5.57K | |||
| $248K | 0% | 84,863 +1,928 | +2% | +$5.63K | |||
| $248K | 0% | 8,829 -6 | -0.1% | -$168 |
