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
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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+321
555
$446K 0.01%
25,811
+426
556
$445K 0.01%
+7,888
557
$442K 0.01%
1,967
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558
$441K 0.01%
2,303
-1,005
559
$439K 0.01%
5,426
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560
$439K 0.01%
+4,392
561
$437K 0.01%
6,806
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562
$436K 0.01%
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
+9
566
$433K 0.01%
5,730
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567
$432K 0.01%
2,270
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568
$431K 0.01%
3,928
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569
$430K 0.01%
328
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570
$430K 0.01%
8,644
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571
$429K 0.01%
3,528
+506
572
$429K 0.01%
16,075
+1,941
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