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
1176
$181K ﹤0.01%
+10,041
1177
$176K ﹤0.01%
13,003
-978
1178
$172K ﹤0.01%
+12,621
1179
$170K ﹤0.01%
13,510
+38
1180
$168K ﹤0.01%
41,584
-14,908
1181
$165K ﹤0.01%
28,149
+1,974
1182
$164K ﹤0.01%
20,158
1183
$164K ﹤0.01%
+21,742
1184
$163K ﹤0.01%
13,359
+2,609
1185
$161K ﹤0.01%
15,000
1186
$160K ﹤0.01%
42,159
+1,974
1187
$160K ﹤0.01%
4,698
-14
1188
$159K ﹤0.01%
25,640
+12,582
1189
$159K ﹤0.01%
+11,223
1190
$157K ﹤0.01%
21,755
+5,089
1191
$152K ﹤0.01%
10,420
1192
$150K ﹤0.01%
15,835
1193
$150K ﹤0.01%
19,548
+1,879
1194
$147K ﹤0.01%
30,843
1195
$145K ﹤0.01%
22,746
-4
1196
$144K ﹤0.01%
35,415
1197
$141K ﹤0.01%
+10,424
1198
$140K ﹤0.01%
10,110
-48
1199
$136K ﹤0.01%
29,133
+8,450
1200
$130K ﹤0.01%
19,304
-2,693
46 47
48
49 50