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
376
$862K 0.01%
27,901
-8,497
377
$861K 0.01%
68,210
+10,625
378
$857K 0.01%
4,941
+387
379
$856K 0.01%
15,876
-425
380
$846K 0.01%
81,677
-300
381
$844K 0.01%
+28,280
382
$840K 0.01%
1,672
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383
$839K 0.01%
24,849
384
$838K 0.01%
52,140
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385
$837K 0.01%
8,749
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386
$835K 0.01%
6,516
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387
$832K 0.01%
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388
$831K 0.01%
3,784
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389
$814K 0.01%
+10,081
390
$812K 0.01%
37,639
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391
$809K 0.01%
14,310
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$808K 0.01%
4,701
-8
393
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10,921
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394
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11,257
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395
$802K 0.01%
9,456
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396
$796K 0.01%
30,468
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397
$787K 0.01%
19,436
+4,392
398
$786K 0.01%
104,374
-5,839
399
$781K 0.01%
100,266
+6,020
400
$781K 0.01%
2,783
+146
14 15
16
17 18