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
26
$54.1M 0.93%
+1,700,785
27
$47.7M 0.82%
459,429
+7,813
28
$47M 0.81%
106,041
+63,595
29
$45.3M 0.78%
160,086
+154,266
30
$43.8M 0.75%
+404,052
31
$43.7M 0.75%
1,048,133
+14,837
32
$42.4M 0.73%
889,429
-430,159
33
$37.7M 0.65%
744,259
-9,351
34
$35.9M 0.62%
80,593
-10,767
35
$32.1M 0.55%
265,166
+37,922
36
$31.7M 0.54%
625,779
-8,997
37
$31.7M 0.54%
217,676
-15,957
38
$31.1M 0.53%
670,957
-10,191
39
$30M 0.52%
1,099,925
-43,111
40
$28.9M 0.5%
287,110
+5,326
41
$28.1M 0.48%
+111,594
42
$27.8M 0.48%
1,203,212
-90,998
43
$27.1M 0.46%
+1,816,589
44
$26.8M 0.46%
1,169,465
+67,958
45
$25.5M 0.44%
68,940
+2,163
46
$25.3M 0.43%
271,772
+179,204
47
$24.6M 0.42%
229,416
+43,654
48
$24M 0.41%
438,225
+2,125
49
$23.9M 0.41%
642,625
-13,356
50
$23.9M 0.41%
159,529
-16,681
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