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
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
+309
491
$562K 0.01%
5,023
+1,375
492
$561K 0.01%
+2,951
493
$556K 0.01%
8,640
+542
494
$555K 0.01%
6,877
+55
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
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