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 | |
|---|---|---|---|---|---|---|---|
| $205K | 0% | 6,222 -1,252 | -17% | -$41.3K | |||
| $205K | 0% | 19,429 -352 | -2% | -$3.72K | |||
| $205K | 0% | 7,745 | New | +$205K | |||
| $204K | 0% | 5,832 | New | +$204K | |||
| $203K | 0% | 4,314 | New | +$203K | |||
| $203K | 0% | 1,368 +18 | +1% | +$2.67K | |||
| $202K | 0% | 8,477 | New | +$202K | |||
| $202K | 0% | 32,843 +281 | +0.9% | +$1.73K | |||
| $202K | 0% | 1,496 -343 | -19% | -$46.3K | |||
| $202K | 0% | 2,060 +174 | +9% | +$17K | |||
| $201K | 0% | 9,663 +95 | +1% | +$1.97K | |||
| $200K | 0% | 3,947 | New | +$200K | |||
| $200K | 0% | 5,000 | New | +$200K | |||
| $200K | 0% | 12,408 -208 | -2% | -$3.35K | |||
| $198K | 0% | 15,171 -18,666 | -55% | -$243K | |||
| $197K | 0% | 10,000 | New | +$197K | |||
| $188K | 0% | 15,096 +108 | +0.7% | +$1.35K | |||
| $187K | 0% | 23,620 +34 | +0.1% | +$269 | |||
| $187K | 0% | 12,880 -6,890 | -35% | -$99.8K | |||
| $186K | 0% | 26,230 +3,399 | +15% | +$24.2K | |||
| $183K | 0% | 13,415 -2,225 | -14% | -$30.3K | |||
| $182K | 0% | 28,450 | – | – | |||
| $181K | 0% | 15,544 | New | +$181K | |||
| $179K | 0% | 11,506 -1,605 | -12% | -$24.9K | |||
| $175K | 0% | 13,276 -3,320 | -20% | -$43.9K |
