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
851
$210K ﹤0.01%
+2,132
852
$210K ﹤0.01%
+2,520
853
$209K ﹤0.01%
2,193
-77,993
854
$207K ﹤0.01%
+4,859
855
$207K ﹤0.01%
+8,062
856
$206K ﹤0.01%
15,339
+5,129
857
$206K ﹤0.01%
+3,999
858
$204K ﹤0.01%
3,521
+308
859
$203K ﹤0.01%
4,227
-915
860
$203K ﹤0.01%
+6,968
861
$203K ﹤0.01%
+17,972
862
$202K ﹤0.01%
+3,733
863
$201K ﹤0.01%
+2,078
864
$201K ﹤0.01%
32,795
+2,998
865
$201K ﹤0.01%
3,839
+476
866
$201K ﹤0.01%
+248
867
$193K ﹤0.01%
11,420
+1,040
868
$190K ﹤0.01%
+13,637
869
$184K ﹤0.01%
+15,000
870
$183K ﹤0.01%
+13,757
871
$181K ﹤0.01%
+14,848
872
$180K ﹤0.01%
+19,030
873
$178K ﹤0.01%
22,698
+1,269
874
$178K ﹤0.01%
27,392
-420
875
$178K ﹤0.01%
+15,707
33 34
35
36 37