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
626
$363K 0.01%
11,832
+2,001
627
$363K 0.01%
3,189
-332
628
$362K 0.01%
23,021
+1,832
629
$360K 0.01%
4,080
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630
$360K 0.01%
+2,286
631
$358K 0.01%
10,859
+2,504
632
$357K 0.01%
3,080
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633
$357K 0.01%
28,080
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634
$356K 0.01%
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635
$355K 0.01%
3,070
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636
$353K 0.01%
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637
$353K 0.01%
3,731
-662
638
$352K 0.01%
2,451
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639
$351K 0.01%
3,069
+311
640
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641
$347K 0.01%
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642
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11,810
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643
$346K 0.01%
864
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644
$346K 0.01%
2,564
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645
$346K 0.01%
46,909
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646
$345K 0.01%
27,548
-1,858
647
$344K 0.01%
1,679
-166
648
$343K 0.01%
+916
649
$342K 0.01%
4,704
-770
650
$341K 0.01%
4,880
24 25
26
27 28