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
726
$279K ﹤0.01%
33,308
+2,139
727
$278K ﹤0.01%
1,270
+157
728
$277K ﹤0.01%
+8,858
729
$276K ﹤0.01%
1,683
+206
730
$276K ﹤0.01%
15,973
731
$275K ﹤0.01%
1,431
+91
732
$273K ﹤0.01%
+10,163
733
$273K ﹤0.01%
+33,500
734
$272K ﹤0.01%
196
735
$272K ﹤0.01%
3,660
-203
736
$272K ﹤0.01%
5,958
+956
737
$272K ﹤0.01%
8,425
+1,588
738
$272K ﹤0.01%
6,567
-3,437
739
$271K ﹤0.01%
+3,759
740
$270K ﹤0.01%
16,910
+4,830
741
$268K ﹤0.01%
+3,231
742
$266K ﹤0.01%
+55,263
743
$266K ﹤0.01%
+2,516
744
$266K ﹤0.01%
+5,169
745
$265K ﹤0.01%
9,218
746
$264K ﹤0.01%
22,720
-38
747
$262K ﹤0.01%
+817
748
$260K ﹤0.01%
+5,964
749
$260K ﹤0.01%
4,742
+358
750
$257K ﹤0.01%
+8,985
28 29
30
31 32