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
51
$23.8M 0.41%
301,416
+17,545
52
$23.6M 0.4%
557,090
+46,990
53
$23M 0.39%
332,208
+62,942
54
$22.7M 0.39%
433,980
+63,249
55
$20.6M 0.35%
418,016
+50,863
56
$20.1M 0.34%
+253,855
57
$19.5M 0.33%
92,120
+15,321
58
$19.3M 0.33%
93,241
+17,973
59
$19.2M 0.33%
61,859
+6,808
60
$18.6M 0.32%
711,844
-36,696
61
$18.6M 0.32%
356,221
-19,565
62
$18.3M 0.31%
397,324
+46,998
63
$17.9M 0.31%
545,593
-16,079
64
$17.5M 0.3%
692,397
+58,308
65
$17.4M 0.3%
+729,209
66
$17.1M 0.29%
31,845
+5,749
67
$17.1M 0.29%
70,119
+1,107
68
$16.7M 0.29%
89,212
+15,869
69
$16.4M 0.28%
29,109
-1,908
70
$16M 0.28%
666,482
+125,571
71
$16M 0.28%
61,229
+4,074
72
$15.9M 0.27%
85,943
-15,561
73
$15.9M 0.27%
597,984
+190,046
74
$15.8M 0.27%
76,043
+14,424
75
$15.4M 0.26%
47,836
+9,110
1 2
3
4 5