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
1151
$206K ﹤0.01%
2,292
+49
1152
$205K ﹤0.01%
+4,164
1153
$205K ﹤0.01%
+3,352
1154
$205K ﹤0.01%
+1,789
1155
$205K ﹤0.01%
6,329
+313
1156
$204K ﹤0.01%
+5,526
1157
$204K ﹤0.01%
65,320
+3,734
1158
$204K ﹤0.01%
22,929
+520
1159
$204K ﹤0.01%
+2,883
1160
$203K ﹤0.01%
+2,104
1161
$203K ﹤0.01%
+2,639
1162
$203K ﹤0.01%
+2,197
1163
$202K ﹤0.01%
4,527
-781
1164
$202K ﹤0.01%
+5,000
1165
$202K ﹤0.01%
713
-97
1166
$201K ﹤0.01%
+1,377
1167
$200K ﹤0.01%
20,128
1168
$200K ﹤0.01%
+2,687
1169
$192K ﹤0.01%
10,761
+385
1170
$190K ﹤0.01%
28,447
-4,275
1171
$190K ﹤0.01%
13,925
+3,542
1172
$188K ﹤0.01%
27,445
-3,900
1173
$185K ﹤0.01%
+44,000
1174
$184K ﹤0.01%
11,244
-1,605
1175
$182K ﹤0.01%
15,340
+2,267
45 46
47
48 49