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
1001
– –
-2,565
1002
– –
-1,824
1003
– –
-12,025
1004
– –
-10,844
1005
– –
-1,214
37 38 39 40
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