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
1126
$220K ﹤0.01%
+5,363
1127
$220K ﹤0.01%
945
+88
1128
$219K ﹤0.01%
5,416
-509
1129
$218K ﹤0.01%
+2,725
1130
$217K ﹤0.01%
4,986
+59
1131
$217K ﹤0.01%
6,243
+72
1132
$217K ﹤0.01%
+13,561
1133
$216K ﹤0.01%
6,212
+1
1134
$216K ﹤0.01%
+3,599
1135
$215K ﹤0.01%
+2,082
1136
$215K ﹤0.01%
+2,716
1137
$215K ﹤0.01%
+1,352
1138
$214K ﹤0.01%
5,761
1139
$213K ﹤0.01%
+5,467
1140
$213K ﹤0.01%
+1,268
1141
$212K ﹤0.01%
17,568
-1,439
1142
$211K ﹤0.01%
5,521
1143
$211K ﹤0.01%
+750
1144
$210K ﹤0.01%
+1,506
1145
$209K ﹤0.01%
39,968
-1,816
1146
$209K ﹤0.01%
3,881
-207
1147
$208K ﹤0.01%
6,514
+847
1148
$208K ﹤0.01%
7,960
1149
$207K ﹤0.01%
14,765
+232
1150
$207K ﹤0.01%
+3,365
44 45
46
47 48