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 | |
|---|---|---|---|---|---|---|---|
| $66.9K | 0% | 13,888 -3,861 | -22% | -$18.6K | |||
| $66.7K | 0% | 12,605 | New | +$66.7K | |||
| $64.6K | 0% | 11,840 | New | +$64.6K | |||
| $64.1K | 0% | 203,260 +188,760 | +1,302% | +$59.5K | |||
| $60.4K | 0% | 20,067 | New | +$60.4K | |||
| $59.2K | 0% | 101,720 +7,904 | +8% | +$4.6K | |||
| $57.2K | 0% | 10,120 | – | – | |||
| $54.1K | 0% | 12,792 -657 | -5% | -$2.78K | |||
| $53.1K | 0% | 27,934 -2,942 | -10% | -$5.59K | |||
| $51.9K | 0% | 32,245 -2,139 | -6% | -$3.44K | |||
| $50.8K | 0% | 10,155 -3,500 | -26% | -$17.5K | |||
| $42K | 0% | 45,000 | – | – | |||
| $37.1K | 0% | 13,061 -11,310 | -46% | -$32.1K | |||
| $33.2K | 0% | 10,634 -1 | -0% | -$3 | |||
| $29.2K | 0% | 11,867 +1,639 | +16% | +$4.03K | |||
| $28.6K | 0% | 16,932 | – | – | |||
| $26.5K | 0% | 12,039 | – | – | |||
| $26K | 0% | 22,646 -9,853 | -30% | -$11.3K | |||
| $25.9K | 0% | 63,613 +3,400 | +6% | +$1.38K | |||
| $25.7K | 0% | 31,000 | – | – | |||
| $22.2K | 0% | 10,190 | – | – | |||
| $15.8K | 0% | 10,547 -336 | -3% | -$504 | |||
| $11.1K | 0% | 55,070 -439 | -0.8% | -$88 | |||
| $10.7K | 0% | 15,976 -81 | -0.5% | -$54 | |||
| $9.49K | 0% | 21,188 | New | +$9.49K |
