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
$10.8M0.08%98,522
+56,800
+136%
+$6.25M
$10.7M0.08%377,746
-3,873
-1%
-$110K
$10.6M0.08%53,311
+4,536
+9%
+$900K
$10.6M0.08%80,653
-77,300
-49%
-$10.1M
$10.3M0.08%335,669
-105,248
-24%
-$3.23M
$10.3M0.08%104,166
-7,227
-6%
-$713K
$10.3M0.08%128,399
-4,146
-3%
-$331K
$10.2M0.08%89,478
+5,511
+7%
+$628K
$10.2M0.08%190,524
-28,278
-13%
-$1.51M
$10.2M0.08%134,201
+92,124
+219%
+$6.97M
$10.2M0.08%74,136
+30,967
+72%
+$4.24M
$10.1M0.08%92,747
-5,661
-6%
-$619K
$10.1M0.08%345,927
+178,690
+107%
+$5.2M
$10.1M0.08%127,534
-54,161
-30%
-$4.27M
$9.92M0.08%423,335
+4,313
+1%
+$101K
$9.73M0.08%15,846
+710
+5%
+$436K
$9.7M0.07%194,388
-60,454
-24%
-$3.02M
$9.47M0.07%61,393
-3,020
-5%
-$466K
$9.39M0.07%40,261
+3,080
+8%
+$718K
$9.28M0.07%11,656
-9,593
-45%
-$7.64M
$9.27M0.07%150,155
-5,888
-4%
-$363K
$9.23M0.07%146,276
-2,733
-2%
-$172K
$9.17M0.07%354,033
-11,216
-3%
-$290K
$9.16M0.07%2,250,455
+337,508
+18%
+$1.37M
$9.04M0.07%356,705
+78,626
+28%
+$1.99M
1 67891059