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
251
$3K ﹤0.01%
24
-805
252
$3K ﹤0.01%
39
253
$3K ﹤0.01%
45
-1,058
254
$3K ﹤0.01%
670
255
$3K ﹤0.01%
17
256
$3K ﹤0.01%
+146
257
$3K ﹤0.01%
26
-265
258
$3K ﹤0.01%
58
-2,850
259
$3K ﹤0.01%
12
-69
260
$3K ﹤0.01%
15
-89
261
$3K ﹤0.01%
76
-4,629
262
$3K ﹤0.01%
17
-101
263
$3K ﹤0.01%
60
264
$3K ﹤0.01%
90
265
$3K ﹤0.01%
91
-3,079
266
$3K ﹤0.01%
61
267
– –
0
268
$3K ﹤0.01%
60
-1,519
269
$3K ﹤0.01%
74
-128
270
$3K ﹤0.01%
6
271
$3K ﹤0.01%
25
-2,101
272
$3K ﹤0.01%
71
-420
273
$3K ﹤0.01%
200
274
$3K ﹤0.01%
10
275
$3K ﹤0.01%
20
9 10
11
12 13