SFA

Sequoia Financial Advisors Portfolio holdings

AUM $17.9B
1-Year Est. Return 20.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.32%
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
+$172M
2
+$101M
3
+$58.5M
4
VICI icon
VICI Properties
VICI
+$54.6M
5
CZR icon
Caesars Entertainment
CZR
+$53.3M

Top Sells

1
+$20.6M
2
+$14.1M
3
+$9.96M
4
MMM icon
3M
MMM
+$7.17M
5
MSM icon
MSC Industrial Direct
MSM
+$7.15M

Sector Composition

1 Consumer Discretionary 8.62%
2 Technology 8.48%
3 Financials 5.07%
4 Communication Services 4.03%
5 Healthcare 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$589K 0.01%
13,860
-1,968
477
$589K 0.01%
2,007
+94
478
$588K 0.01%
9,889
-115
479
$585K 0.01%
7,165
-573
480
$584K 0.01%
5,423
-2,365
481
$582K 0.01%
10,132
+52
482
$581K 0.01%
67,525
+9,747
483
$581K 0.01%
16,225
484
$580K 0.01%
8,604
+1,041
485
$580K 0.01%
+31,134
486
$576K 0.01%
4,754
+737
487
$569K 0.01%
1,998
+234
488
$565K 0.01%
10,845
+3,206
489
$564K 0.01%
73,409
+29,212
490
$563K 0.01%
3,041
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491
$562K 0.01%
5,023
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492
$561K 0.01%
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493
$556K 0.01%
8,764
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494
$555K 0.01%
6,877
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495
$555K 0.01%
2,043
+1,118
496
$555K 0.01%
3,023
+1,443
497
$554K 0.01%
17,624
+863
498
$552K 0.01%
20,464
+799
499
$551K 0.01%
4,532
+65
500
$548K 0.01%
8,584
+736
18 19
20
21 22