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
1
$844M 9.06%
2,982,032
+50,777
2
$320M 3.43%
3,316,670
+2,191
3
$312M 3.34%
1,337,633
+65,927
4
$284M 3.05%
3,912,672
+77,525
5
$269M 2.88%
624,875
+59,233
6
$255M 2.73%
2,097,588
+271,773
7
$205M 2.2%
1,100,273
-1,310
8
$191M 2.05%
4,822,146
+441,160
9
$151M 1.62%
1,265,639
+29,008
10
$113M 1.22%
246,200
+23,654
11
$113M 1.21%
464,274
-41,978
12
$111M 1.19%
637,641
-7,758
13
$111M 1.19%
1,023,495
+12,588
14
$102M 1.09%
868,939
+27,586
15
$96M 1.03%
1,542,942
-49,978
16
$90.1M 0.97%
157,388
+34,664
17
$90M 0.97%
542,538
-134,985
18
$88.9M 0.95%
515,245
+30,785
19
$87.9M 0.94%
525,718
+22,695
20
$85M 0.91%
1,312,630
+503
21
$83.6M 0.9%
145,730
-601
22
$82.9M 0.89%
646,158
+10,362
23
$77.9M 0.84%
1,524,543
+411
24
$76M 0.81%
1,637,431
+97,513
25
$74.1M 0.79%
1,383,547
+85,910
1
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