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
$333M
AUM Growth
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$2.45M
3
+$2.02M
4
WEC icon
WEC Energy
WEC
+$1.88M
5
QCOM icon
Qualcomm
QCOM
+$1.14M

Top Sells

1
+$2.28M
2
+$2.21M
3
+$1.92M
4
APD icon
Air Products & Chemicals
APD
+$1.23M
5
NFLX icon
Netflix
NFLX
+$651K

Sector Composition

1 Financials 11.28%
2 Healthcare 9.59%
3 Technology 8.83%
4 Communication Services 7.14%
5 Consumer Discretionary 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$12.1K ﹤0.01%
111
+41
227
$12K ﹤0.01%
233
+1
228
$11.3K ﹤0.01%
43
229
$11.3K ﹤0.01%
42
230
$11.2K ﹤0.01%
294
231
$10.6K ﹤0.01%
+507
232
$10.3K ﹤0.01%
+103
233
$10.3K ﹤0.01%
31
234
$10.2K ﹤0.01%
+530
235
$10.1K ﹤0.01%
251
+3
236
$10.1K ﹤0.01%
342
-455
237
$9.9K ﹤0.01%
100
238
$9.81K ﹤0.01%
353
239
$9.62K ﹤0.01%
256
+169
240
$8.89K ﹤0.01%
131
+1
241
$8.83K ﹤0.01%
+57
242
$8.64K ﹤0.01%
121
+1
243
$8.56K ﹤0.01%
109
+1
244
$8.29K ﹤0.01%
112
+1
245
$8.28K ﹤0.01%
47
246
$8.14K ﹤0.01%
179
+132
247
$7.96K ﹤0.01%
+175
248
$7.95K ﹤0.01%
17
249
$7.84K ﹤0.01%
+16
250
$7.79K ﹤0.01%
+316
8 9
10
11 12