SFA

Sequoia Financial Advisors Portfolio holdings

AUM $12.9B
AUM
$12.9B
AUM Growth
+$2.6B
Cap. Flow
+$2.94B
Cap. Flow %
22.74%
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

1Technology10.94%
2Financials7.21%
3Consumer Discretionary5.11%
4Industrials4.31%
5Healthcare4.1%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$18.4M0.14%312,848
+291,067
+1,336%
+$17.1M
$18.1M0.14%82,131
+17,152
+26%
+$3.79M
$18M0.14%397,637
-101,487
-20%
-$4.59M
$18M0.14%117,054
+4,687
+4%
+$720K
$18M0.14%360,634
+6,206
+2%
+$309K
$17.7M0.14%670,119
-3,548
-0.5%
-$93.6K
$17.6M0.14%152,187
-83,968
-36%
-$9.71M
$17.2M0.13%72,690
-899
-1%
-$213K
$17M0.13%238,789
-18,222
-7%
-$1.29M
$16.9M0.13%175,357
-96,180
-35%
-$9.28M
$16.8M0.13%209,308
+127
+0.1%
+$10.2K
$16.7M0.13%65,781
+60,151
+1,068%
+$15.3M
$16.7M0.13%636,692
+3,799
+0.6%
+$99.5K
$16.7M0.13%404,406
+35,498
+10%
+$1.46M
$16.6M0.13%58,739
+519
+0.9%
+$147K
$16.5M0.13%499,003
+29,451
+6%
+$972K
$16M0.12%76,573
+6,978
+10%
+$1.46M
$15.8M0.12%159,780
-6,848
-4%
-$677K
$15.8M0.12%426,880
-18,379
-4%
-$678K
$15.6M0.12%86,828
+591
+0.7%
+$106K
$15.6M0.12%526,868
-16,329
-3%
-$483K
$15.5M0.12%49,694
+27,594
+125%
+$8.61M
$15.4M0.12%518,195
-62,447
-11%
-$1.86M
$15.3M0.12%77,491
+73,760
+1,977%
+$14.6M
$15M0.12%67,340
+3,100
+5%
+$689K
1 4567859