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
201
$6.02M 0.06%
26,664
+955
202
$5.98M 0.06%
29,590
-46
203
$5.97M 0.06%
222,912
-2,559
204
$5.85M 0.06%
21,562
+9,000
205
$5.78M 0.06%
20,803
+1,527
206
$5.72M 0.06%
12,288
+1,147
207
$5.65M 0.06%
97,115
+1,830
208
$5.58M 0.06%
18,740
-901
209
$5.52M 0.06%
11,572
+735
210
$5.51M 0.06%
10,229
+2,951
211
$5.46M 0.06%
247,992
+77,849
212
$5.42M 0.06%
185,683
-3,757
213
$5.28M 0.06%
20,708
+4,823
214
$5.16M 0.06%
72,112
+152
215
$5.12M 0.05%
53,200
-3,705
216
$5.03M 0.05%
48,627
-3,967
217
$4.9M 0.05%
54,934
+14,322
218
$4.89M 0.05%
54,183
+3,531
219
$4.75M 0.05%
16,843
-790
220
$4.73M 0.05%
56,311
+3,349
221
$4.72M 0.05%
30,489
+5,395
222
$4.64M 0.05%
19,148
+917
223
$4.64M 0.05%
31,234
+2,720
224
$4.63M 0.05%
159,284
+18,128
225
$4.55M 0.05%
99,600
+69,934
7 8
9
10 11