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
351
$975K 0.02%
16,949
+9,415
352
$975K 0.02%
7,743
-1,148
353
$968K 0.02%
22,411
-1,353
354
$960K 0.02%
2,729
+260
355
$953K 0.02%
30,415
+2,076
356
$944K 0.02%
20,003
+135
357
$940K 0.02%
37,248
+24,440
358
$938K 0.02%
3,554
-117
359
$938K 0.02%
17,335
+998
360
$933K 0.02%
7,610
+444
361
$931K 0.02%
23,494
+3,766
362
$928K 0.02%
6,092
-190
363
$920K 0.02%
11,347
+11
364
$916K 0.02%
2,757
+248
365
$911K 0.02%
2,649
-144
366
$898K 0.02%
6,564
+318
367
$895K 0.02%
4,648
+239
368
$895K 0.02%
10,739
+1,455
369
$883K 0.02%
21,711
-9,201
370
$881K 0.02%
24,958
-4,764
371
$867K 0.01%
627
-50
372
$867K 0.01%
18,153
+774
373
$865K 0.01%
15,006
-1,442
374
$865K 0.01%
3,541
+6
375
$862K 0.01%
1,200
-26
13 14
15
16 17