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
1251
$44.8K ﹤0.01%
22,764
1252
$43K ﹤0.01%
10,668
-355
1253
$42.7K ﹤0.01%
16,046
-8,050
1254
$41K ﹤0.01%
45,000
1255
$40.5K ﹤0.01%
+10,000
1256
$40.4K ﹤0.01%
+3,250
1257
$39.8K ﹤0.01%
13,953
+2,955
1258
$38.9K ﹤0.01%
1,103
+63
1259
$38.6K ﹤0.01%
10,560
1260
$37.8K ﹤0.01%
15,816
-620
1261
$36.3K ﹤0.01%
10,395
1262
$35K ﹤0.01%
+2,500
1263
$33.8K ﹤0.01%
1,109
+9
1264
$31.1K ﹤0.01%
15,262
+494
1265
$29.5K ﹤0.01%
214,949
1266
$28.9K ﹤0.01%
87,100
+1,200
1267
$26.1K ﹤0.01%
69,000
+50,500
1268
$25.5K ﹤0.01%
15,941
1269
$22.2K ﹤0.01%
10,165
1270
$21.2K ﹤0.01%
25,000
-72,000
1271
$19.6K ﹤0.01%
+11,163
1272
$14.1K ﹤0.01%
1,354
-775
1273
$5.51K ﹤0.01%
18,666
1274
$3.19K ﹤0.01%
45,099
+31,027
1275
– –
-33,645
49 50
51
52 53