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
901
$124K ﹤0.01%
+1,079
902
$124K ﹤0.01%
+16,121
903
$124K ﹤0.01%
24,782
+7,986
904
$124K ﹤0.01%
+17,114
905
$123K ﹤0.01%
+10,559
906
$121K ﹤0.01%
12,889
-619
907
$119K ﹤0.01%
59,030
-545
908
$119K ﹤0.01%
+29,220
909
$118K ﹤0.01%
18,990
910
$117K ﹤0.01%
11,548
-1,479
911
$116K ﹤0.01%
+14,091
912
$116K ﹤0.01%
10,835
913
$113K ﹤0.01%
+45,000
914
$109K ﹤0.01%
+11,316
915
$106K ﹤0.01%
+12,926
916
$103K ﹤0.01%
+10,228
917
$101K ﹤0.01%
16,869
918
$100K ﹤0.01%
19,779
+3,525
919
$100K ﹤0.01%
30,377
+1,857
920
$98.2K ﹤0.01%
10,967
921
$97.3K ﹤0.01%
25,265
922
$93.8K ﹤0.01%
13,253
+413
923
$92.8K ﹤0.01%
24,239
+3,331
924
$89.9K ﹤0.01%
14,136
-86
925
$87.6K ﹤0.01%
+7,007
35 36
37
38 39