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
826
$220K ﹤0.01%
10,361
827
$220K ﹤0.01%
+36,658
828
$219K ﹤0.01%
+3,526
829
$219K ﹤0.01%
2,698
-36
830
$219K ﹤0.01%
+1,192
831
$218K ﹤0.01%
+1,896
832
$218K ﹤0.01%
463
+15
833
$218K ﹤0.01%
1,035
-37
834
$218K ﹤0.01%
+1,041
835
$217K ﹤0.01%
+11,317
836
$217K ﹤0.01%
1,757
+7
837
$216K ﹤0.01%
+1,593
838
$216K ﹤0.01%
+7,857
839
$215K ﹤0.01%
2,830
-398
840
$215K ﹤0.01%
+894
841
$214K ﹤0.01%
+5,598
842
$214K ﹤0.01%
+6,042
843
$214K ﹤0.01%
5,345
-121
844
$213K ﹤0.01%
17,261
845
$213K ﹤0.01%
19,781
+2,494
846
$213K ﹤0.01%
+7,593
847
$211K ﹤0.01%
6,496
-11,864
848
$211K ﹤0.01%
23,024
+1,670
849
$211K ﹤0.01%
+1,428
850
$210K ﹤0.01%
3,955
-121
32 33
34
35 36