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
951
$39.7K ﹤0.01%
+10,560
952
$35.5K ﹤0.01%
13,695
+1,210
953
$34.2K ﹤0.01%
+10,000
954
$33.6K ﹤0.01%
42,586
955
$32.6K ﹤0.01%
20,000
956
$31.8K ﹤0.01%
+577,434
957
$29.8K ﹤0.01%
17,402
+120
958
$23.8K ﹤0.01%
17,336
959
$21.7K ﹤0.01%
+22,880
960
$17.1K ﹤0.01%
1,630
-1,000
961
$16.2K ﹤0.01%
+49,700
962
$13.3K ﹤0.01%
25,000
963
$6.78K ﹤0.01%
+25,000
964
$3K ﹤0.01%
+62,187
965
– –
-6,830
966
– –
-19,809
967
– –
-22,377
968
– –
-16,371
969
– –
-44,104
970
– –
-3,323
971
– –
-11,368
972
– –
-3,247
973
– –
-27,685
974
– –
-2,247
975
– –
-1,421
37 38
39
40 41