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
601
$389K 0.01%
1,333
+137
602
$387K 0.01%
3,050
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603
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604
$380K 0.01%
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605
$378K 0.01%
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606
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607
$376K 0.01%
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$373K 0.01%
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610
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611
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612
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615
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617
$369K 0.01%
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$368K 0.01%
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$366K 0.01%
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620
$366K 0.01%
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$365K 0.01%
7,463
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622
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623
$365K 0.01%
3,986
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624
$365K 0.01%
777
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625
$364K 0.01%
9,096
-245
23 24
25
26 27