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
126
$7.07M 0.12%
201,627
-63,104
127
$6.97M 0.12%
14,498
+827
128
$6.96M 0.12%
56,215
+16
129
$6.78M 0.12%
69,885
+16,172
130
$6.67M 0.11%
14,221
+697
131
$6.67M 0.11%
22,348
+5,588
132
$6.66M 0.11%
34,338
+30,305
133
$6.63M 0.11%
242,243
-86,140
134
$6.6M 0.11%
57,967
-308
135
$6.59M 0.11%
57,015
-61,165
136
$6.52M 0.11%
49,270
+358
137
$6.44M 0.11%
71,798
+11,719
138
$6.39M 0.11%
285,801
-18,354
139
$6.36M 0.11%
76,016
-26,408
140
$6.31M 0.11%
35,193
-1,180
141
$6.3M 0.11%
63,179
-8,662
142
$6.21M 0.11%
70,463
-17,185
143
$6.07M 0.1%
20,278
-4,839
144
$6.02M 0.1%
110,729
+38,027
145
$6.02M 0.1%
397,645
+87,646
146
$6.01M 0.1%
14,756
+3,690
147
$5.9M 0.1%
239,691
-1,333
148
$5.75M 0.1%
6,425
+334
149
$5.56M 0.1%
119,939
+1,542
150
$5.48M 0.09%
82,836
+1,462
4 5
6
7 8