5SA
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5th Street Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

5th Street Advisors’s Portfolio SMH Stock Details SMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.92M Sell
10,481
-9
-0.1% -$2.51K 1.45% 20
2025
Q1 		$2.22M Buy
+10,490
New +$2.22M 1.07% 23