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
$250M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$12.3M
3
+$7.81M
4
JPM icon
JPMorgan Chase
JPM
+$6.56M
5
XOM icon
Exxon Mobil
XOM
+$6.38M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.16%
2 Healthcare 9.66%
3 Technology 8.66%
4 Communication Services 8.46%
5 Consumer Discretionary 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.53K ﹤0.01%
+461
227
$5.3K ﹤0.01%
+62
228
$5.22K ﹤0.01%
+24
229
$5.13K ﹤0.01%
+90
230
$5.11K ﹤0.01%
+25
231
$5.08K ﹤0.01%
+105
232
$5.05K ﹤0.01%
+100
233
$5K ﹤0.01%
+95
234
$4.61K ﹤0.01%
+117
235
$4.57K ﹤0.01%
+153
236
$4.5K ﹤0.01%
+90
237
$4.4K ﹤0.01%
+30
238
$4.38K ﹤0.01%
+76
239
$4.29K ﹤0.01%
+85
240
$3.99K ﹤0.01%
+81
241
$3.96K ﹤0.01%
+20
242
$3.87K ﹤0.01%
+62
243
$3.85K ﹤0.01%
+305
244
$3.84K ﹤0.01%
+82
245
$3.81K ﹤0.01%
+37
246
$3.76K ﹤0.01%
+30
247
$3.67K ﹤0.01%
+55
248
$3.56K ﹤0.01%
+80
249
$3.56K ﹤0.01%
+61
250
$3.54K ﹤0.01%
+43
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