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
1201
$129K ﹤0.01%
+24,150
1202
$127K ﹤0.01%
25,197
-1,093
1203
$127K ﹤0.01%
10,099
1204
$127K ﹤0.01%
23,267
-768
1205
$126K ﹤0.01%
16,369
+4,327
1206
$125K ﹤0.01%
10,728
-4,262
1207
$121K ﹤0.01%
19,220
1208
$120K ﹤0.01%
10,967
1209
$120K ﹤0.01%
14,037
+694
1210
$120K ﹤0.01%
21,783
-1,845
1211
$119K ﹤0.01%
14,300
+600
1212
$119K ﹤0.01%
11,500
-114
1213
$118K ﹤0.01%
57,152
-4,841
1214
$117K ﹤0.01%
118,500
+25,000
1215
$117K ﹤0.01%
17,770
-1,846
1216
$114K ﹤0.01%
+10,151
1217
$112K ﹤0.01%
+10,005
1218
$108K ﹤0.01%
27,457
1219
$105K ﹤0.01%
+13,071
1220
$105K ﹤0.01%
+11,609
1221
$101K ﹤0.01%
+10,084
1222
$100K ﹤0.01%
20,574
+514
1223
$98.2K ﹤0.01%
12,819
-327
1224
$98.1K ﹤0.01%
16,799
-706
1225
$94.3K ﹤0.01%
16,578
-110
47 48
49
50 51