SFA

Sequoia Financial Advisors Portfolio holdings

AUM $16.4B
1-Year Est. Return 19%
This Quarter Est. Return
1 Year Est. Return
+19%
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
1326
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-4,800
1327
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-34,179
1328
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-7,387
1329
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-6,185
1330
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-8,947
1331
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-3,055
1332
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-10,064
1333
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-4,288
1334
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-21,550
1335
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-6,831
1336
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-4,395
1337
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-5,469
1338
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-14,419
1339
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-62,187
1340
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-1,902
1341
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-4,597
1342
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1343
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-8,923
1344
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-171,767
1345
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-384
1346
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-3,470
1347
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-17,625
1348
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-29,272
1349
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-15,205
1350
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-114,541
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