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
676
$316K 0.01%
6,305
-160
677
$315K 0.01%
1,863
-690
678
$314K 0.01%
7,352
+942
679
$311K 0.01%
11,815
-7,491
680
$310K 0.01%
3,556
-201
681
$310K 0.01%
2,492
+316
682
$308K 0.01%
100,378
-2,619
683
$308K 0.01%
+9,014
684
$307K 0.01%
3,354
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685
$307K 0.01%
746
-121
686
$306K 0.01%
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687
$306K 0.01%
2,271
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688
$306K 0.01%
9,157
+619
689
$306K 0.01%
3,848
-68
690
$306K 0.01%
7,003
+526
691
$305K 0.01%
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692
$305K 0.01%
4,843
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693
$305K 0.01%
1,013
+19
694
$304K 0.01%
10,750
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695
$302K 0.01%
4,897
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696
$302K 0.01%
8,739
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697
$301K 0.01%
2,321
+380
698
$301K 0.01%
2,986
-1,351
699
$301K 0.01%
1,912
-185
700
$300K 0.01%
+4,921
26 27
28
29 30