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
101
$18.4M 0.2%
645,767
102
$18.4M 0.2%
354,595
-670,122
103
$18.4M 0.2%
65,338
+17,894
104
$18.3M 0.2%
107,807
+10,646
105
$18.3M 0.2%
47,933
-6,468
106
$18.3M 0.2%
180,620
-44,070
107
$18.2M 0.19%
333,769
+325,727
108
$17.8M 0.19%
121,118
+15,981
109
$17.8M 0.19%
75,054
+11,170
110
$17.1M 0.18%
220,210
-18,600
111
$16.9M 0.18%
81,988
+51,226
112
$16.9M 0.18%
176,592
+14,294
113
$16.9M 0.18%
554,929
-16,537
114
$16.7M 0.18%
17,626
+2,183
115
$16.4M 0.18%
208,290
+33
116
$16.4M 0.18%
606,550
-177,666
117
$16.3M 0.18%
390,738
+145,012
118
$16.2M 0.17%
65,249
+9,342
119
$15.8M 0.17%
47,763
+17,898
120
$15.2M 0.16%
243,822
-10,537
121
$15M 0.16%
78,530
+10,710
122
$14.9M 0.16%
+16,896
123
$14.8M 0.16%
58,505
+2,750
124
$14.6M 0.16%
24,976
+3,006
125
$14.2M 0.15%
+300,608
3 4
5
6 7