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
251
$1.84M 0.03%
25,699
+3,043
252
$1.84M 0.03%
83,226
253
$1.83M 0.03%
2,529
+320
254
$1.81M 0.03%
17,194
+126
255
$1.8M 0.03%
112,610
-14,460
256
$1.79M 0.03%
16,904
-928
257
$1.79M 0.03%
21,237
+2,248
258
$1.79M 0.03%
3,902
+117
259
$1.73M 0.03%
+33,793
260
$1.73M 0.03%
9,965
+1,133
261
$1.73M 0.03%
65,890
-5,264
262
$1.72M 0.03%
636
-40
263
$1.7M 0.03%
56,469
264
$1.7M 0.03%
12,266
+222
265
$1.64M 0.03%
6,626
+2,369
266
$1.62M 0.03%
16,594
+267
267
$1.62M 0.03%
66,468
+4,165
268
$1.61M 0.03%
16,531
-574
269
$1.61M 0.03%
14,631
+1,362
270
$1.59M 0.03%
51,616
271
$1.57M 0.03%
50,850
+27,483
272
$1.57M 0.03%
30,239
-9,749
273
$1.57M 0.03%
16,079
+1,236
274
$1.54M 0.03%
1,304
+686
275
$1.54M 0.03%
37,435
-20,481
9 10
11
12 13