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
401
$774K 0.01%
1,595
+329
402
$771K 0.01%
20,293
+666
403
$770K 0.01%
10,193
-1,184
404
$769K 0.01%
1,599
+61
405
$758K 0.01%
2,003
+109
406
$756K 0.01%
22,397
+861
407
$754K 0.01%
319,390
+69,886
408
$747K 0.01%
8,149
-94
409
$743K 0.01%
39,292
+15,084
410
$743K 0.01%
6,357
+2,138
411
$734K 0.01%
12,809
-1,049
412
$733K 0.01%
3,807
-129
413
$726K 0.01%
33,764
-76
414
$722K 0.01%
13,557
+16
415
$719K 0.01%
912
+70
416
$718K 0.01%
90,988
+5,854
417
$718K 0.01%
5,120
+570
418
$716K 0.01%
3,496
+30
419
$714K 0.01%
14,933
-6,765
420
$713K 0.01%
10,214
+340
421
$708K 0.01%
14,421
-2,382
422
$708K 0.01%
+6,860
423
$707K 0.01%
4,817
+2,793
424
$707K 0.01%
4,072
-11
425
$703K 0.01%
2,858
+900
15 16
17
18 19