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
751
$256K ﹤0.01%
19,072
-4,181
752
$256K ﹤0.01%
54,957
+41,228
753
$255K ﹤0.01%
2,827
-725
754
$255K ﹤0.01%
+1,743
755
$253K ﹤0.01%
6,269
+781
756
$253K ﹤0.01%
+6,045
757
$252K ﹤0.01%
976
+85
758
$251K ﹤0.01%
3,236
+102
759
$250K ﹤0.01%
+2,668
760
$250K ﹤0.01%
+1,676
761
$249K ﹤0.01%
5,505
+2,189
762
$249K ﹤0.01%
2,691
-70
763
$248K ﹤0.01%
1,099
-7
764
$248K ﹤0.01%
1,198
765
$247K ﹤0.01%
3,578
-83
766
$247K ﹤0.01%
+2,911
767
$247K ﹤0.01%
4,986
+166
768
$246K ﹤0.01%
4,891
+239
769
$246K ﹤0.01%
+2,257
770
$246K ﹤0.01%
+2,112
771
$246K ﹤0.01%
+1,717
772
$245K ﹤0.01%
2,386
-10
773
$245K ﹤0.01%
2,197
+222
774
$244K ﹤0.01%
+594
775
$244K ﹤0.01%
1,858
-1,007
29 30
31
32 33