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
326
$1.14M 0.02%
25,103
+1,082
327
$1.13M 0.02%
21,520
-565
328
$1.13M 0.02%
452
+27
329
$1.13M 0.02%
7,007
+907
330
$1.11M 0.02%
12,317
-561
331
$1.11M 0.02%
7,896
+64
332
$1.1M 0.02%
2,493
-1,335
333
$1.09M 0.02%
14,176
+2,913
334
$1.08M 0.02%
46,876
+2,856
335
$1.07M 0.02%
7,760
-54
336
$1.07M 0.02%
+22,037
337
$1.07M 0.02%
5,808
+853
338
$1.06M 0.02%
14,286
-396
339
$1.06M 0.02%
31,064
+2,336
340
$1.05M 0.02%
16,179
+4,554
341
$1.04M 0.02%
4,161
+199
342
$1.04M 0.02%
1,324
+418
343
$1.04M 0.02%
8,223
+2,338
344
$1.03M 0.02%
2,949
+187
345
$1.02M 0.02%
7,363
-652
346
$1.02M 0.02%
31,245
-335
347
$1.01M 0.02%
2,210
-11
348
$1M 0.02%
6,070
+117
349
$995K 0.02%
13,409
+3,594
350
$986K 0.02%
237,071
-26,153
12 13
14
15 16