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 | |
|---|---|---|---|---|---|---|---|
| $123K | 0% | 17,385 +387 | +2% | +$2.75K | |||
| $119K | 0% | 27,553 +93 | +0.3% | +$403 | |||
| $116K | 0% | 3,322 | New | +$116K | |||
| $111K | 0% | 49,906 +36,177 | +264% | +$80.7K | |||
| $109K | 0% | 29,156 -6,259 | -18% | -$23.5K | |||
| $107K | 0% | 24,096 +260 | +1% | +$1.16K | |||
| $106K | 0% | 10,677 | New | +$106K | |||
| $105K | 0% | 30,488 | – | – | |||
| $102K | 0% | 16,525 +3,225 | +24% | +$19.9K | |||
| $101K | 0% | 57,435 +803 | +1% | +$1.41K | |||
| $98K | 0% | 25,734 -1,972 | -7% | -$7.51K | |||
| $97K | 0% | 16,579 | – | – | |||
| $95.9K | 0% | 15,905 -6,972 | -30% | -$42K | |||
| $89.8K | 0% | 20,547 +1,000 | +5% | +$4.37K | |||
| $89.2K | 0% | 12,577 -1,041 | -8% | -$7.38K | |||
| $82.7K | 0% | 16,345 | – | – | |||
| $81.7K | 0% | 13,877 | – | – | |||
| $81.1K | 0% | 70,500 -24,500 | -26% | -$28.2K | |||
| $81K | 0% | 21,721 +534 | +3% | +$1.99K | |||
| $80.9K | 0% | 16,922 -9,386 | -36% | -$44.9K | |||
| $80.5K | 0% | 17,269 -5,017 | -23% | -$23.4K | |||
| $76.1K | 0% | 10,354 -2,895 | -22% | -$21.3K | |||
| $73K | 0% | 12,648 -330 | -3% | -$1.9K | |||
| $72.2K | 0% | 10,435 -5,400 | -34% | -$37.4K | |||
| $71.5K | 0% | 12,751 +113 | +0.9% | +$634 |
