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
201
$2.82M 0.05%
83,705
-10,309
202
$2.8M 0.05%
+316,535
203
$2.77M 0.05%
5,663
+284
204
$2.7M 0.05%
10,980
+752
205
$2.69M 0.05%
53,615
-7,249
206
$2.65M 0.05%
19,799
+1,353
207
$2.64M 0.05%
111,743
-5,972
208
$2.58M 0.04%
21,702
+984
209
$2.55M 0.04%
59,057
+32,161
210
$2.52M 0.04%
30,124
-84,392
211
$2.5M 0.04%
43,501
+641
212
$2.49M 0.04%
25,417
-3,110
213
$2.47M 0.04%
7,142
-11
214
$2.45M 0.04%
33,730
+2,111
215
$2.44M 0.04%
12,292
-277
216
$2.44M 0.04%
25,861
+25
217
$2.4M 0.04%
24,338
+20,604
218
$2.38M 0.04%
13,234
-93
219
$2.3M 0.04%
10,825
-5
220
$2.28M 0.04%
127,890
+24,162
221
$2.27M 0.04%
5,317
+342
222
$2.27M 0.04%
21,871
-520
223
$2.27M 0.04%
+26,194
224
$2.26M 0.04%
67,727
+3,176
225
$2.26M 0.04%
27,980
+5,662
7 8
9
10 11