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
276
$1.51M 0.03%
62,832
+3,956
277
$1.51M 0.03%
11,423
-1,408
278
$1.49M 0.03%
24,919
+7,154
279
$1.48M 0.03%
18,921
-3,794
280
$1.48M 0.03%
12,605
-848
281
$1.48M 0.03%
2,135
+564
282
$1.47M 0.03%
23,225
+7,223
283
$1.46M 0.03%
49,980
-409
284
$1.46M 0.03%
18,318
+1,845
285
$1.45M 0.02%
19,950
-6,445
286
$1.43M 0.02%
3,518
-9
287
$1.42M 0.02%
134,264
+7,015
288
$1.42M 0.02%
37,722
-50,692
289
$1.42M 0.02%
73,896
+50,055
290
$1.4M 0.02%
11,975
-1,344
291
$1.39M 0.02%
6,345
+114
292
$1.39M 0.02%
77,395
+3,335
293
$1.39M 0.02%
18,581
+143
294
$1.39M 0.02%
4,541
+131
295
$1.36M 0.02%
21,420
+210
296
$1.36M 0.02%
34,316
+740
297
$1.35M 0.02%
4,111
+103
298
$1.35M 0.02%
31,709
+3,224
299
$1.34M 0.02%
51,010
300
$1.32M 0.02%
+23,619
10 11
12
13 14