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
126
$14M 0.15%
119,086
+10,845
127
$13.9M 0.15%
91,051
+1,495
128
$13.7M 0.15%
64,810
+10
129
$13.7M 0.15%
100,573
-10,857
130
$13.5M 0.15%
68,449
+13,048
131
$13.2M 0.14%
507,748
-18,152
132
$13M 0.14%
58,833
-418
133
$12.9M 0.14%
206,446
+41,569
134
$12.8M 0.14%
224,448
-4,628
135
$12.2M 0.13%
422,143
+151,293
136
$12.1M 0.13%
291,342
-2,773
137
$11.8M 0.13%
1,916,106
+3,069
138
$11.8M 0.13%
94,026
+126
139
$11.7M 0.13%
251,228
-318,786
140
$11.7M 0.13%
528,771
+71,802
141
$11.6M 0.12%
139,869
-19,648
142
$11.5M 0.12%
336,672
-9,991
143
$11.1M 0.12%
61,886
+48,270
144
$10.8M 0.12%
290,206
-2,265
145
$10.7M 0.11%
415,516
+18,080
146
$10.6M 0.11%
103,096
+5,717
147
$10.6M 0.11%
109,697
+53,796
148
$10.3M 0.11%
143,561
+37,632
149
$10.3M 0.11%
97,070
-6,358
150
$10.2M 0.11%
370,906
+46,023
4 5
6
7 8