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
801
$230K ﹤0.01%
+916
802
$229K ﹤0.01%
42,683
+1,044
803
$228K ﹤0.01%
2,636
+26
804
$228K ﹤0.01%
3,340
-844
805
$228K ﹤0.01%
3,218
-1,193
806
$228K ﹤0.01%
9,897
+179
807
$228K ﹤0.01%
12,988
-365
808
$228K ﹤0.01%
770
-35
809
$227K ﹤0.01%
4,032
-1,458
810
$227K ﹤0.01%
3,645
811
$227K ﹤0.01%
7,789
+209
812
$226K ﹤0.01%
1,559
+1
813
$225K ﹤0.01%
3,340
-400
814
$225K ﹤0.01%
16,851
+28
815
$224K ﹤0.01%
+1,343
816
$224K ﹤0.01%
+13,943
817
$222K ﹤0.01%
4,390
-41
818
$222K ﹤0.01%
12,546
+49
819
$222K ﹤0.01%
+3,470
820
$222K ﹤0.01%
+3,751
821
$221K ﹤0.01%
+5,003
822
$221K ﹤0.01%
5,897
+271
823
$221K ﹤0.01%
2,012
+49
824
$220K ﹤0.01%
+2,014
825
$220K ﹤0.01%
8,815
-498
31 32
33
34 35