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
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
-101
630
$360K 0.01%
+2,286
631
$358K 0.01%
10,859
+2,504
632
$357K 0.01%
3,080
+810
633
$357K 0.01%
28,080
+8,751
634
$356K 0.01%
15,333
+1,709
635
$355K 0.01%
3,070
+459
636
$353K 0.01%
998
+30
637
$353K 0.01%
3,731
-662
638
$352K 0.01%
2,451
-53
639
$351K 0.01%
3,069
+311
640
$348K 0.01%
+2,051
641
$347K 0.01%
7,949
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642
$346K 0.01%
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
+2,238
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