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 | |
|---|---|---|---|---|---|---|---|
| $237K | 0% | 2,603 | New | +$237K | |||
| $235K | 0% | 6,498 -517 | -7% | -$18.7K | |||
| $235K | 0% | 7,568 | New | +$235K | |||
| $235K | 0% | 4,772 -389 | -8% | -$19.1K | |||
| $235K | 0% | 16,274 -1,627 | -9% | -$23.4K | |||
| $234K | 0% | 1,204 | New | +$234K | |||
| $234K | 0% | 126 -182 | -59% | -$338K | |||
| $234K | 0% | 2,769 -7 | -0.3% | -$591 | |||
| $233K | 0% | 5,048 +621 | +14% | +$28.6K | |||
| $232K | 0% | 3,246 +191 | +6% | +$13.7K | |||
| $232K | 0% | 99,571 +31,746 | +47% | +$74K | |||
| $232K | 0% | 6,458 | New | +$232K | |||
| $231K | 0% | 10,423 -123 | -1% | -$2.73K | |||
| $229K | 0% | 1,460 | – | – | |||
| $228K | 0% | 2,511 +191 | +8% | +$17.4K | |||
| $227K | 0% | 1,746 | New | +$227K | |||
| $227K | 0% | 2,576 -104 | -4% | -$9.16K | |||
| $227K | 0% | 5,750 -558 | -9% | -$22K | |||
| $226K | 0% | 14,861 -3,765 | -20% | -$57.3K | |||
| $226K | 0% | 6,663 | New | +$226K | |||
| $226K | 0% | 3,706 -258 | -7% | -$15.7K | |||
| $225K | 0% | 6,880 -694 | -9% | -$22.7K | |||
| $225K | 0% | 3,058 -109 | -3% | -$8.02K | |||
| $225K | 0% | 478 +12 | +3% | +$5.64K | |||
| $224K | 0% | 6,211 -562 | -8% | -$20.3K |
