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
$8.95M0.07%596,294
+109,454
+22%
+$1.64M
$8.91M0.07%146,132
-5,568
-4%
-$340K
$8.78M0.07%59,161
+4,950
+9%
+$735K
$8.68M0.07%200,230
-712
-0.4%
-$30.9K
$8.68M0.07%78,126 New
+$8.68M
$8.55M0.07%31,372
+1,015
+3%
+$277K
$8.49M0.07%23,502
+2,932
+14%
+$1.06M
$8.42M0.07%104,755
+4,713
+5%
+$379K
$8.42M0.07%6,086
-432
-7%
-$598K
$8.34M0.06%163,984
-6,005
-4%
-$305K
$8.26M0.06%61,502
-2,568
-4%
-$345K
$8.2M0.06%86,074
-40,125
-32%
-$3.82M
$8.16M0.06%125,277
+9,230
+8%
+$602K
$8.02M0.06%48,340
-538
-1%
-$89.3K
$7.97M0.06%148,717
+4,846
+3%
+$260K
$7.87M0.06%172,333
-34,272
-17%
-$1.56M
$7.81M0.06%84,943
+19,761
+30%
+$1.82M
$7.8M0.06%37,779
+5,601
+17%
+$1.16M
$7.76M0.06%66,933
+4,577
+7%
+$531K
$7.69M0.06%34,669
+5,513
+19%
+$1.22M
$7.54M0.06%77,029
+8,609
+13%
+$843K
$7.28M0.06%65,000
-28,618
-31%
-$3.21M
$7.27M0.06%172,295
+40,340
+31%
+$1.7M
$7.2M0.06%155,577
-42,594
-21%
-$1.97M
$7.13M0.06%23,348
+1,480
+7%
+$452K
1 789101159