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
176
$7.4M 0.08%
142,955
+41,276
177
$7.39M 0.08%
120,007
+112,666
178
$7.28M 0.08%
20,589
+4,734
179
$7.18M 0.08%
12,288
+1,814
180
$7.07M 0.08%
132,793
+9,842
181
$7.03M 0.08%
58,708
-456
182
$7M 0.08%
49,232
+3,548
183
$6.97M 0.07%
72,676
+17,532
184
$6.82M 0.07%
129,233
+5,300
185
$6.77M 0.07%
106,763
-9,815
186
$6.73M 0.07%
62,807
-4,359
187
$6.58M 0.07%
62,472
+23,795
188
$6.5M 0.07%
72,228
+9,340
189
$6.46M 0.07%
47,836
+1,041
190
$6.39M 0.07%
51,686
+3,025
191
$6.33M 0.07%
100,504
-970
192
$6.29M 0.07%
15,077
+9,128
193
$6.24M 0.07%
+93,157
194
$6.23M 0.07%
16,600
+1,424
195
$6.22M 0.07%
122,105
-13,743
196
$6.19M 0.07%
+219,681
197
$6.16M 0.07%
21,347
+14,340
198
$6.15M 0.07%
177,460
-15,828
199
$6.09M 0.07%
24,723
+4,586
200
$6.04M 0.06%
57,933
+11,149
6 7
8
9 10