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
76
$15.1M 0.26%
351,643
+75,844
77
$14.8M 0.25%
286,525
-70,570
78
$14.7M 0.25%
55,316
+744
79
$14.2M 0.24%
205,463
+56,289
80
$14.1M 0.24%
81,928
+8,753
81
$13.9M 0.24%
304,331
+51,249
82
$13.8M 0.24%
560,426
-47,124
83
$13.5M 0.23%
+274,354
84
$12.4M 0.21%
186,708
-1,126
85
$11.6M 0.2%
290,370
+96,937
86
$11.6M 0.2%
79,721
+14,798
87
$11.2M 0.19%
159,365
-3,029
88
$11.1M 0.19%
67,832
-539
89
$10.9M 0.19%
+179,070
90
$10.9M 0.19%
+429,251
91
$10.8M 0.19%
128,896
+23,860
92
$10.8M 0.19%
97,673
+83,322
93
$10.8M 0.18%
396,839
-21,498
94
$10.8M 0.18%
311,723
-5,236
95
$10.7M 0.18%
57,187
-1,993
96
$10.6M 0.18%
256,277
+195,418
97
$10.6M 0.18%
+102,199
98
$10.6M 0.18%
564,076
-135,008
99
$10.4M 0.18%
122,885
+22,373
100
$10.1M 0.17%
178,589
+43,375
2 3
4
5 6