SFA

Semmax Financial Advisors Portfolio holdings

AUM $388M
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$242M
AUM Growth
+$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$3.66M
2
+$1.19M
3
+$1.03M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$897K
5
NFLX icon
Netflix
NFLX
+$840K

Top Sells

1
+$2.29M
2
+$895K
3
+$820K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$638K
5
VUG icon
Vanguard Growth ETF
VUG
+$531K

Sector Composition

1 Healthcare 8.21%
2 Financials 8.18%
3 Communication Services 7.95%
4 Consumer Discretionary 6.93%
5 Consumer Staples 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
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