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
526
$498K 0.01%
3,470
+509
527
$498K 0.01%
2,031
+960
528
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19,657
+1,199
529
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3,686
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530
$497K 0.01%
9,997
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531
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+2,810
532
$491K 0.01%
17,438
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533
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153,771
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534
$487K 0.01%
5,388
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535
$487K 0.01%
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536
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35,799
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537
$478K 0.01%
9,233
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538
$478K 0.01%
27,539
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539
$472K 0.01%
7,093
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540
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541
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14,392
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542
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543
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544
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3,329
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545
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6,314
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546
$459K 0.01%
995
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547
$458K 0.01%
33,101
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548
$458K 0.01%
15,808
549
$456K 0.01%
+57,671
550
$456K 0.01%
4,187
-197
20 21
22
23 24