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
$5.83B
AUM Growth
+$1.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,005
New
Increased
Reduced
Closed

Top Buys

1
+$174M
2
+$98.4M
3
+$60.9M
4
AMZN icon
Amazon
AMZN
+$60.7M
5
CZR icon
Caesars Entertainment
CZR
+$59.8M

Top Sells

1
+$20.5M
2
+$14.1M
3
+$9.89M
4
MSM icon
MSC Industrial Direct
MSM
+$7.43M
5
MRK icon
Merck
MRK
+$7.07M

Sector Composition

1 Consumer Discretionary 8.63%
2 Technology 8.48%
3 Financials 5.06%
4 Communication Services 4.03%
5 Healthcare 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.26M 0.04%
35,337
+1,870
227
$2.25M 0.04%
13,280
-94
228
$2.24M 0.04%
13,810
+285
229
$2.23M 0.04%
26,150
+1,402
230
$2.18M 0.04%
5,719
+427
231
$2.13M 0.04%
6,229
+416
232
$2.07M 0.04%
+4
233
$2.05M 0.04%
4,621
+114
234
$2.05M 0.04%
12,699
-5,665
235
$2M 0.03%
9,786
+1,911
236
$2M 0.03%
19,783
+7,895
237
$1.99M 0.03%
87,324
+6,970
238
$1.99M 0.03%
18,422
-1,374
239
$1.98M 0.03%
27,109
+5,315
240
$1.98M 0.03%
59,002
-4,391
241
$1.95M 0.03%
13,509
-1,244
242
$1.95M 0.03%
20,907
+1,151
243
$1.94M 0.03%
20,120
-2,060
244
$1.94M 0.03%
14,637
+3,370
245
$1.93M 0.03%
9,542
+2,186
246
$1.93M 0.03%
32,032
+5,727
247
$1.93M 0.03%
41,812
-60,301
248
$1.91M 0.03%
80,661
-16,950
249
$1.9M 0.03%
4,734
+1,485
250
$1.86M 0.03%
10,701
-667
8 9
10
11 12