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
451
$632K 0.01%
1,452
+20
452
$632K 0.01%
+20,380
453
$630K 0.01%
8,162
+390
454
$628K 0.01%
5,662
+3,337
455
$627K 0.01%
12,550
+167
456
$627K 0.01%
2,525
+10
457
$626K 0.01%
2,670
-36
458
$620K 0.01%
5,416
-216
459
$609K 0.01%
30,048
+3,888
460
$608K 0.01%
23,343
+2,647
461
$607K 0.01%
6,771
+171
462
$606K 0.01%
5,357
-61
463
$604K 0.01%
10,218
464
$603K 0.01%
+18,214
465
$602K 0.01%
4,056
-324
466
$599K 0.01%
5,590
467
$598K 0.01%
+18,896
468
$597K 0.01%
13,950
+300
469
$595K 0.01%
14,974
+3,867
470
$594K 0.01%
2,378
+266
471
$592K 0.01%
3,656
+66
472
$592K 0.01%
2,980
-90
473
$591K 0.01%
2,628
+1,345
474
$590K 0.01%
9,867
+2,064
475
$589K 0.01%
14,459
+373
17 18
19
20 21