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
1226
$92.7K ﹤0.01%
26,499
-3,809
1227
$92.4K ﹤0.01%
+15,925
1228
$92.1K ﹤0.01%
13,448
-755
1229
$91.9K ﹤0.01%
+13,877
1230
$90.9K ﹤0.01%
21,226
-15,261
1231
$88.7K ﹤0.01%
12,070
-179
1232
$85.6K ﹤0.01%
+16,345
1233
$84.1K ﹤0.01%
11,834
+1,039
1234
$83.7K ﹤0.01%
+19,547
1235
$82K ﹤0.01%
13,448
-437
1236
$81.3K ﹤0.01%
17,013
-39
1237
$78.8K ﹤0.01%
+19,170
1238
$76.6K ﹤0.01%
+11,140
1239
$75.7K ﹤0.01%
+11,953
1240
$68.1K ﹤0.01%
10,000
1241
$65.1K ﹤0.01%
+530
1242
$64.1K ﹤0.01%
10,834
1243
$62.4K ﹤0.01%
10,155
1244
$61.9K ﹤0.01%
12,145
+41
1245
$61.5K ﹤0.01%
15,190
+5,100
1246
$57.9K ﹤0.01%
+10,585
1247
$55K ﹤0.01%
64,000
1248
$50.9K ﹤0.01%
+793
1249
$47.3K ﹤0.01%
10,365
-2,781
1250
$46.4K ﹤0.01%
+11,967
48 49
50
51 52