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 | |
|---|---|---|---|---|---|---|---|
| $213K | 0% | 14,978 +4,154 | +38% | +$59.1K | |||
| $213K | 0% | 1,228 -28 | -2% | -$4.85K | |||
| $213K | 0% | 7,836 -277 | -3% | -$7.52K | |||
| $212K | 0% | 3,686 -62 | -2% | -$3.57K | |||
| $211K | 0% | 7,450 | New | +$211K | |||
| $211K | 0% | 7,756 +214 | +3% | +$5.83K | |||
| $211K | 0% | 8,311 -621 | -7% | -$15.8K | |||
| $211K | 0% | 3,055 +123 | +4% | +$8.49K | |||
| $211K | 0% | 27,000 | New | +$211K | |||
| $209K | 0% | 7,960 | – | – | |||
| $209K | 0% | 7,524 | New | +$209K | |||
| $209K | 0% | 4,772 -650 | -12% | -$28.4K | |||
| $208K | 0% | 3,019 -241 | -7% | -$16.6K | |||
| $208K | 0% | 45,934 +2,581 | +6% | +$11.7K | |||
| $207K | 0% | 8,161 -5,410 | -40% | -$137K | |||
| $207K | 0% | 2,169 +187 | +9% | +$17.8K | |||
| $207K | 0% | 4,752 -840 | -15% | -$36.5K | |||
| $207K | 0% | 3,298 -602 | -15% | -$37.7K | |||
| $207K | 0% | 4,842 | New | +$207K | |||
| $206K | 0% | 7,020 -511 | -7% | -$15K | |||
| $206K | 0% | 11,038 +18 | +0.2% | +$336 | |||
| $206K | 0% | 2,231 +1 | +0% | +$92 | |||
| $206K | 0% | 1,381 | New | +$206K | |||
| $206K | 0% | 3,190 -338 | -10% | -$21.8K | |||
| $206K | 0% | 667 -186 | -22% | -$57.3K |
