SFA

Sequoia Financial Advisors Portfolio holdings

AUM $12.9B
AUM
$12.9B
AUM Growth
+$2.6B
Cap. Flow
+$2.94B
Cap. Flow %
22.74%
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

1Technology10.94%
2Financials7.21%
3Consumer Discretionary5.11%
4Industrials4.31%
5Healthcare4.1%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$25.7M0.2%328,160
+6,364
+2%
+$498K
$25.2M0.19%280,446
-80,987
-22%
-$7.27M
$25M0.19%636,012
+81,055
+15%
+$3.19M
$24.6M0.19%190,178
-16,389
-8%
-$2.12M
$24.4M0.19%673,833
-776,260
-54%
-$28.1M
$24.2M0.19%199,027
+64,570
+48%
+$7.86M
$24M0.19%284,808
+3,080
+1%
+$260K
$24M0.19%78,319
-371
-0.5%
-$114K
$23.7M0.18%169,621
+77,448
+84%
+$10.8M
$23.2M0.18%250,312
+75,819
+43%
+$7.04M
$23M0.18%245,358
-40,380
-14%
-$3.78M
$23M0.18%88,671
+5,739
+7%
+$1.49M
$22.5M0.17%43,822
+5,555
+15%
+$2.85M
$22.5M0.17%134,459
+3,932
+3%
+$658K
$22.4M0.17%261,980 New
+$22.4M
$21.9M0.17%187,793
+127,645
+212%
+$14.9M
$21.6M0.17%301,572
+16,869
+6%
+$1.21M
$21M0.16%211,961
+767
+0.4%
+$76.1K
$20.9M0.16%109,855
+7,728
+8%
+$1.47M
$20.3M0.16%126,955 New
+$20.3M
$19.8M0.15%224,915
-5,481
-2%
-$482K
$19.1M0.15%256,053
+197,115
+334%
+$14.7M
$18.8M0.14%318,776
-126,283
-28%
-$7.44M
$18.8M0.14%116,967
-55,098
-32%
-$8.85M
$18.4M0.14%1,263,454
-155,869
-11%
-$2.27M
1 3456759