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
701
$300K 0.01%
4,863
+78
702
$300K 0.01%
+7,647
703
$299K 0.01%
9,506
+3,020
704
$297K 0.01%
5,273
+13
705
$297K 0.01%
12,227
+126
706
$296K 0.01%
+25,902
707
$295K 0.01%
3,093
+507
708
$295K 0.01%
+7,000
709
$295K 0.01%
11,658
+200
710
$293K 0.01%
5,272
711
$292K 0.01%
702
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712
$290K 0.01%
+8,474
713
$290K 0.01%
3,100
714
$289K 0.01%
4,912
+201
715
$288K ﹤0.01%
1,393
+118
716
$288K ﹤0.01%
5,701
+331
717
$287K ﹤0.01%
9,953
-202
718
$284K ﹤0.01%
1,926
+263
719
$284K ﹤0.01%
3,571
+22
720
$284K ﹤0.01%
9,708
+1,169
721
$283K ﹤0.01%
+2,601
722
$281K ﹤0.01%
7,216
+437
723
$281K ﹤0.01%
5,040
+429
724
$281K ﹤0.01%
2,148
-69
725
$280K ﹤0.01%
8,205
-1,452
27 28
29
30 31