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
176
$3.98M 0.07%
10,210
-127
177
$3.95M 0.07%
378,414
+89,683
178
$3.91M 0.07%
38,738
+7,232
179
$3.91M 0.07%
55,638
+3,841
180
$3.9M 0.07%
12,625
+403
181
$3.88M 0.07%
44,730
+6,900
182
$3.87M 0.07%
15,800
-1,894
183
$3.79M 0.07%
62,856
+4,630
184
$3.67M 0.06%
7,967
-478
185
$3.58M 0.06%
17,802
-1,640
186
$3.48M 0.06%
22,039
+556
187
$3.41M 0.06%
31,253
+3,954
188
$3.3M 0.06%
14,977
-4,675
189
$3.25M 0.06%
18,694
+4,482
190
$3.24M 0.06%
36,320
+2,635
191
$3.22M 0.06%
137,224
-138,651
192
$3.21M 0.06%
14,466
+871
193
$3.2M 0.05%
39,379
-18,374
194
$3.1M 0.05%
54,896
-1,782
195
$3.04M 0.05%
5,832
-520
196
$3.01M 0.05%
46,790
-1,940
197
$2.95M 0.05%
10,712
+556
198
$2.92M 0.05%
33,300
+10,036
199
$2.88M 0.05%
18,742
+2
200
$2.87M 0.05%
12,697
+926
6 7
8
9 10