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
151
$10.1M 0.11%
+1,417,142
152
$9.87M 0.11%
52,347
+13,070
153
$9.68M 0.1%
349,352
+14,050
154
$9.55M 0.1%
31,608
+4,105
155
$9.39M 0.1%
57,216
+3,988
156
$9.17M 0.1%
33,866
+5,287
157
$9.15M 0.1%
146,900
+66,577
158
$9.12M 0.1%
18,467
+2,721
159
$9.09M 0.1%
180,068
-13,599
160
$9.05M 0.1%
66,827
-8,157
161
$8.97M 0.1%
6,286
+91
162
$8.74M 0.09%
12,316
+433
163
$8.64M 0.09%
+194,423
164
$8.5M 0.09%
331,406
+20,346
165
$8.46M 0.09%
26,313
+22,761
166
$8.4M 0.09%
13,529
+1,121
167
$8.36M 0.09%
568,743
-11,403
168
$8.18M 0.09%
98,593
-11,906
169
$8.08M 0.09%
82,890
+2,054
170
$8.03M 0.09%
95,742
-742
171
$8M 0.09%
141,672
+77,536
172
$7.79M 0.08%
45,584
+2,432
173
$7.73M 0.08%
44,503
+1,773
174
$7.58M 0.08%
+92,552
175
$7.47M 0.08%
+345,722
5 6
7
8 9