SFA

Semmax Financial Advisors Portfolio holdings

AUM $388M
1-Year Est. Return 14.23%
This Quarter Est. Return
1 Year Est. Return
+14.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$3.44M
3
+$2.7M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.88M
5
WFC icon
Wells Fargo
WFC
+$1.84M

Top Sells

1
+$2.29M
2
+$2.15M
3
+$2.12M
4
WELL icon
Welltower
WELL
+$1.92M
5
AFIF icon
Anfield Universal Fixed Income ETF
AFIF
+$1.46M

Sector Composition

1 Financials 7.97%
2 Healthcare 6.63%
3 Energy 5.98%
4 Utilities 5.4%
5 Consumer Staples 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5K ﹤0.01%
17
227
$5K ﹤0.01%
123
-7,429
228
– –
0
229
$5K ﹤0.01%
143
-339
230
$5K ﹤0.01%
49
-47
231
– –
0
232
$4K ﹤0.01%
+137
233
$4K ﹤0.01%
219
-722
234
$4K ﹤0.01%
44
235
$4K ﹤0.01%
221
-1,280
236
$4K ﹤0.01%
72
-5,577
237
$4K ﹤0.01%
41
238
$4K ﹤0.01%
63
-2,542
239
$4K ﹤0.01%
80
240
$4K ﹤0.01%
30
241
– –
0
242
$3K ﹤0.01%
10
243
$3K ﹤0.01%
15
-166
244
$3K ﹤0.01%
186
245
$3K ﹤0.01%
7
-74
246
$3K ﹤0.01%
160
-101
247
$3K ﹤0.01%
39
-439
248
$3K ﹤0.01%
20
-117
249
$3K ﹤0.01%
33
-422
250
$3K ﹤0.01%
34
-206
8 9
10
11 12