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
1
$544M 9.33%
2,468,696
+213,139
2
$267M 4.58%
4,263,230
+183,055
3
$220M 3.77%
3,107,508
+169,217
4
$183M 3.14%
1,868,097
+46,148
5
$174M 2.98%
+3,713,192
6
$157M 2.69%
808,354
+61,380
7
$128M 2.2%
3,975,606
+163,835
8
$120M 2.05%
1,120,457
-9,041
9
$109M 1.87%
837,702
+465,599
10
$104M 1.78%
728,479
+321,976
11
$103M 1.77%
577,823
+551,966
12
$98.1M 1.68%
1,022,090
+210,944
13
$97.9M 1.68%
3,159,663
+67,372
14
$87.8M 1.51%
1,933,992
+75,139
15
$86.6M 1.49%
254,315
+25,541
16
$81.7M 1.4%
239,487
+78,795
17
$79.9M 1.37%
1,658,610
+17,327
18
$74.9M 1.29%
625,953
+508,666
19
$71.3M 1.22%
557,896
+434,718
20
$69.4M 1.19%
1,325,187
+90,492
21
$68.7M 1.18%
689,368
+44,981
22
$61.7M 1.06%
1,227,607
+124,755
23
$59.8M 1.03%
+1,173,860
24
$56.2M 0.96%
3,220,719
-124,107
25
$55.1M 0.95%
497,362
+163,226
1
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