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 | |
|---|---|---|---|---|---|---|---|
| $248K | 0% | 3,153 | New | +$248K | |||
| $248K | 0% | 15,096 | – | – | |||
| $247K | 0% | 7,741 | New | +$247K | |||
| $247K | 0% | 10,191 | New | +$247K | |||
| $246K | 0% | 10,100 | New | +$246K | |||
| $245K | 0% | 1,937 | New | +$245K | |||
| $244K | 0% | 2,037 -90 | -4% | -$10.8K | |||
| $244K | 0% | 2,764 -72 | -3% | -$6.34K | |||
| $243K | 0% | 1,865 -594 | -24% | -$77.5K | |||
| $243K | 0% | 27,861 +7,519 | +37% | +$65.5K | |||
| $242K | 0% | 2,620 +477 | +22% | +$44.1K | |||
| $242K | 0% | 3,607 -60 | -2% | -$4.03K | |||
| $242K | 0% | 3,433 | – | – | |||
| $242K | 0% | 2,767 +285 | +11% | +$24.9K | |||
| $241K | 0% | 12,737 +1,616 | +15% | +$30.6K | |||
| $240K | 0% | 16,029 -108 | -0.7% | -$1.62K | |||
| $240K | 0% | 1,871 -240 | -11% | -$30.8K | |||
| $240K | 0% | 8,360 -1,686 | -17% | -$48.3K | |||
| $239K | 0% | 1,595 +8 | +0.5% | +$1.2K | |||
| $239K | 0% | 6,860 -590 | -8% | -$20.6K | |||
| $239K | 0% | 4,076 -384 | -9% | -$22.5K | |||
| $239K | 0% | 778 +46 | +6% | +$14.1K | |||
| $237K | 0% | 5,949 -3,843 | -39% | -$153K | |||
| $237K | 0% | 20,633 -8,426 | -29% | -$97K | |||
| $237K | 0% | 3,296 -891 | -21% | -$64.2K |
