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
151
$5.48M 0.09%
508,015
-649,154
152
$5.38M 0.09%
24,986
+19,067
153
$5.37M 0.09%
162,519
-54,147
154
$5.36M 0.09%
57,132
-105,516
155
$5.28M 0.09%
101,005
-28,400
156
$5.17M 0.09%
109,957
-32,647
157
$5.06M 0.09%
37,563
+137
158
$5.04M 0.09%
94,469
+12,202
159
$5.03M 0.09%
205,622
+18,936
160
$5M 0.09%
41,971
+8,999
161
$4.98M 0.09%
140,388
+132,023
162
$4.8M 0.08%
77,366
-21,724
163
$4.77M 0.08%
42,114
-1,755
164
$4.73M 0.08%
166,189
-6,815
165
$4.58M 0.08%
11,657
+1,197
166
$4.4M 0.08%
181,953
-74,055
167
$4.39M 0.08%
87,562
-281,910
168
$4.27M 0.07%
+71,681
169
$4.25M 0.07%
40,985
+15,965
170
$4.25M 0.07%
37,275
-146
171
$4.16M 0.07%
9,447
+4,475
172
$4.12M 0.07%
19,518
+5,293
173
$4.07M 0.07%
54,880
+8,842
174
$4.04M 0.07%
187,510
+31,779
175
$3.99M 0.07%
139,049
+58,336
5 6
7
8 9