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
426
$702K 0.01%
18,892
-2,093
427
$700K 0.01%
3,723
+289
428
$699K 0.01%
4,260
-126
429
$694K 0.01%
1,552
-43
430
$690K 0.01%
16,562
+7,453
431
$690K 0.01%
14,279
-8,656
432
$688K 0.01%
3,045
+1,190
433
$681K 0.01%
7,589
-384
434
$680K 0.01%
14,918
+2,252
435
$679K 0.01%
18,198
+1,177
436
$678K 0.01%
4,657
+386
437
$677K 0.01%
3,456
-247
438
$674K 0.01%
2,974
-149
439
$674K 0.01%
33,407
+1,196
440
$665K 0.01%
1,706
+134
441
$665K 0.01%
1,388
+28
442
$659K 0.01%
7,398
+3,357
443
$657K 0.01%
8,005
+2,455
444
$657K 0.01%
8,083
+1,847
445
$653K 0.01%
1,778
-118
446
$647K 0.01%
17,227
-768
447
$646K 0.01%
31,876
+120
448
$640K 0.01%
3,951
-30
449
$636K 0.01%
6,661
+182
450
$633K 0.01%
2,732
+1,563
16 17
18
19 20