SFA

Sequoia Financial Advisors Portfolio holdings

AUM $17.9B
1-Year Est. Return 20.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.32%
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
+$172M
2
+$101M
3
+$58.5M
4
VICI icon
VICI Properties
VICI
+$54.6M
5
CZR icon
Caesars Entertainment
CZR
+$53.3M

Top Sells

1
+$20.6M
2
+$14.1M
3
+$9.96M
4
MMM icon
3M
MMM
+$7.17M
5
MSM icon
MSC Industrial Direct
MSM
+$7.15M

Sector Composition

1 Consumer Discretionary 8.62%
2 Technology 8.48%
3 Financials 5.07%
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
– –
-10,296
966
– –
-16,371
967
– –
-44,104
968
– –
-3,323
969
– –
-11,368
970
– –
-3,247
971
– –
-20
972
– –
-1,376
973
– –
-11,056
974
– –
-4,620
975
– –
-2,538
37 38
39
40 41