SFA

Sequoia Financial Advisors Portfolio holdings

AUM $16.4B
1-Year Est. Return 19%
This Quarter Est. Return
1 Year Est. Return
+19%
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 8.62%
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
876
$173K ﹤0.01%
+12,818
877
$171K ﹤0.01%
+15,000
878
$169K ﹤0.01%
+36,554
879
$165K ﹤0.01%
46,309
+3,700
880
$163K ﹤0.01%
+4,506
881
$161K ﹤0.01%
20,158
-1,695
882
$160K ﹤0.01%
16,036
883
$160K ﹤0.01%
72,815
-3,989
884
$158K ﹤0.01%
+10,282
885
$151K ﹤0.01%
16,756
-1,724
886
$148K ﹤0.01%
12,672
887
$144K ﹤0.01%
+17,090
888
$143K ﹤0.01%
19,392
-1,289
889
$142K ﹤0.01%
+11,307
890
$141K ﹤0.01%
+13,679
891
$141K ﹤0.01%
+11,393
892
$141K ﹤0.01%
29,513
+1,975
893
$133K ﹤0.01%
10,591
+25
894
$133K ﹤0.01%
21,262
895
$132K ﹤0.01%
+30,827
896
$128K ﹤0.01%
12,143
-503
897
$127K ﹤0.01%
+13,137
898
$127K ﹤0.01%
37,022
+11,524
899
$126K ﹤0.01%
+15,237
900
$125K ﹤0.01%
28,644
+4,284
34 35
36
37 38