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
501
$546K 0.01%
12,254
-20
502
$540K 0.01%
13,890
+3,365
503
$539K 0.01%
17,767
+1,786
504
$535K 0.01%
14,697
+1,206
505
$533K 0.01%
4,146
+105
506
$532K 0.01%
7,830
507
$531K 0.01%
16,274
+1,059
508
$531K 0.01%
3,715
+2,239
509
$526K 0.01%
11,780
-307
510
$514K 0.01%
4,713
-1,854
511
$512K 0.01%
+2,012
512
$512K 0.01%
8,087
-477
513
$511K 0.01%
24,836
514
$510K 0.01%
2,760
+80
515
$510K 0.01%
8,146
+533
516
$509K 0.01%
+14,557
517
$509K 0.01%
10,713
-2,547
518
$508K 0.01%
2,528
+67
519
$508K 0.01%
4,043
-149
520
$506K 0.01%
6,253
+150
521
$505K 0.01%
6,679
+169
522
$503K 0.01%
2,760
+718
523
$503K 0.01%
14,107
+363
524
$502K 0.01%
5,007
+314
525
$500K 0.01%
5,284
+255
19 20
21
22 23