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
776
$244K ﹤0.01%
+1,658
777
$243K ﹤0.01%
+457
778
$243K ﹤0.01%
4,187
-1,265
779
$241K ﹤0.01%
5,736
+3
780
$241K ﹤0.01%
2,861
781
$240K ﹤0.01%
+7,241
782
$240K ﹤0.01%
+6,574
783
$240K ﹤0.01%
6,948
+317
784
$239K ﹤0.01%
+1,061
785
$239K ﹤0.01%
9,000
-1,000
786
$238K ﹤0.01%
+9,195
787
$238K ﹤0.01%
2,424
788
$238K ﹤0.01%
+6,172
789
$238K ﹤0.01%
+2,462
790
$237K ﹤0.01%
7,026
+8
791
$237K ﹤0.01%
10,915
+19
792
$237K ﹤0.01%
+16,976
793
$236K ﹤0.01%
887
+24
794
$236K ﹤0.01%
2,893
-127
795
$235K ﹤0.01%
+2,085
796
$234K ﹤0.01%
1,194
-563
797
$234K ﹤0.01%
+4,250
798
$234K ﹤0.01%
5,318
-1,969
799
$232K ﹤0.01%
+3,256
800
$231K ﹤0.01%
3,726
+13
30 31
32
33 34