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
526
$498K 0.01%
3,470
+509
527
$498K 0.01%
2,031
+960
528
$498K 0.01%
19,657
+1,199
529
$497K 0.01%
3,686
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530
$497K 0.01%
9,997
+231
531
$495K 0.01%
+2,810
532
$491K 0.01%
17,438
+786
533
$489K 0.01%
153,771
+118,824
534
$487K 0.01%
5,388
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535
$487K 0.01%
6,432
+1,990
536
$482K 0.01%
35,799
+4,749
537
$478K 0.01%
9,233
+2,108
538
$478K 0.01%
27,539
+9
539
$472K 0.01%
7,093
+118
540
$472K 0.01%
+3,447
541
$471K 0.01%
7,196
-1,067
542
$465K 0.01%
21,725
543
$462K 0.01%
21,828
544
$461K 0.01%
3,329
+105
545
$460K 0.01%
6,314
+153
546
$459K 0.01%
995
-41
547
$458K 0.01%
33,101
+269
548
$458K 0.01%
15,808
549
$456K 0.01%
+57,671
550
$456K 0.01%
4,187
-197
20 21
22
23 24