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
576
$424K 0.01%
952
+52
577
$422K 0.01%
16,082
+2,329
578
$421K 0.01%
4,425
-2,389
579
$421K 0.01%
7,444
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580
$420K 0.01%
69,346
+7,670
581
$420K 0.01%
6,161
+176
582
$419K 0.01%
24,323
+9,693
583
$419K 0.01%
33,859
584
$417K 0.01%
12,573
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585
$416K 0.01%
6,698
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586
$415K 0.01%
5,116
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587
$412K 0.01%
10,055
-153
588
$409K 0.01%
3,623
-55
589
$409K 0.01%
+74,981
590
$408K 0.01%
8,157
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591
$408K 0.01%
109,939
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592
$408K 0.01%
21,656
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593
$406K 0.01%
6,435
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594
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595
$403K 0.01%
6,345
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596
$403K 0.01%
13,404
+262
597
$403K 0.01%
9,563
+1,031
598
$401K 0.01%
7,164
+552
599
$394K 0.01%
7,651
-1,561
600
$390K 0.01%
7,804
-135
22 23
24
25 26