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
301
$1.31M 0.02%
19,464
-17,915
302
$1.31M 0.02%
4,023
+8
303
$1.3M 0.02%
114,632
+3,931
304
$1.3M 0.02%
80,894
+2,190
305
$1.29M 0.02%
+20,758
306
$1.29M 0.02%
+154,626
307
$1.28M 0.02%
15,205
+7,183
308
$1.27M 0.02%
7,973
+58
309
$1.26M 0.02%
13,363
-1,400
310
$1.26M 0.02%
41,381
+2,856
311
$1.24M 0.02%
16,959
+673
312
$1.23M 0.02%
47,282
+13,298
313
$1.21M 0.02%
49,725
+4,004
314
$1.19M 0.02%
9,738
+1,630
315
$1.19M 0.02%
51,556
+6,085
316
$1.18M 0.02%
25,610
-4,487
317
$1.18M 0.02%
15,345
+373
318
$1.17M 0.02%
19,938
-978
319
$1.17M 0.02%
30,281
-2,271
320
$1.17M 0.02%
5,987
+346
321
$1.17M 0.02%
10,593
+887
322
$1.16M 0.02%
17,453
-101,177
323
$1.16M 0.02%
19,746
-5,150
324
$1.16M 0.02%
48,668
+3,436
325
$1.14M 0.02%
21,215
+521
11 12
13
14 15