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
101
$10M 0.17%
+97,180
102
$9.84M 0.17%
449,134
+5,202
103
$9.66M 0.17%
94,588
+27,622
104
$9.65M 0.17%
263,184
-5,099
105
$9.61M 0.16%
46,400
+5,646
106
$9.6M 0.16%
33,468
+2,280
107
$9.59M 0.16%
98,015
-5,936
108
$9.5M 0.16%
260,326
-8,526
109
$9.39M 0.16%
98,487
-30,291
110
$9.33M 0.16%
63,211
+2,202
111
$9.33M 0.16%
61,499
+1,272
112
$9.16M 0.16%
55,316
+2,677
113
$8.8M 0.15%
82,007
-1,902
114
$8.69M 0.15%
112,813
-32,483
115
$8.59M 0.15%
186,508
+10,029
116
$8.54M 0.15%
86,210
-20,743
117
$8.08M 0.14%
154,982
-51,762
118
$8.06M 0.14%
51,206
+3,723
119
$7.98M 0.14%
86,891
-33,092
120
$7.82M 0.13%
130,771
-38,437
121
$7.81M 0.13%
181,182
-16,886
122
$7.8M 0.13%
32,826
+3,237
123
$7.77M 0.13%
81,896
-7,007
124
$7.69M 0.13%
446,367
-36,915
125
$7.39M 0.13%
106,463
-36,118
3 4
5
6 7