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
651
$341K 0.01%
5,100
-397
652
$340K 0.01%
5,411
653
$340K 0.01%
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654
$338K 0.01%
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$336K 0.01%
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$335K 0.01%
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$334K 0.01%
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660
$327K 0.01%
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661
$325K 0.01%
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$323K 0.01%
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$322K 0.01%
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666
$322K 0.01%
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667
$322K 0.01%
18,942
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$322K 0.01%
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670
$321K 0.01%
2,250
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671
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+12,275
673
$318K 0.01%
14,715
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674
$318K 0.01%
2,842
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675
$317K 0.01%
1,895
+1
25 26
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