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
551
$451K 0.01%
5,071
+987
552
$451K 0.01%
3,751
-348
553
$448K 0.01%
4,100
+331
554
$446K 0.01%
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555
$446K 0.01%
25,811
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556
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+7,888
557
$442K 0.01%
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558
$441K 0.01%
2,303
-1,005
559
$439K 0.01%
5,426
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560
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+4,392
561
$437K 0.01%
6,806
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562
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1,436
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563
$435K 0.01%
10,884
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564
$435K 0.01%
56,145
+12,406
565
$435K 0.01%
3,587
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566
$433K 0.01%
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569
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328
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$430K 0.01%
8,644
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571
$429K 0.01%
3,528
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$429K 0.01%
16,075
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573
$428K 0.01%
6,550
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574
$428K 0.01%
46,310
+26,000
575
$427K 0.01%
+2,922
21 22
23
24 25