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
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
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710
$293K 0.01%
5,272
711
$292K 0.01%
702
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712
$290K 0.01%
3,100
713
$290K 0.01%
+8,474
714
$289K 0.01%
4,912
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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