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
251
$3.51K ﹤0.01%
+89
252
$3.46K ﹤0.01%
+500
253
$3.35K ﹤0.01%
+27
254
$3.33K ﹤0.01%
+86
255
$3.21K ﹤0.01%
+184
256
$2.98K ﹤0.01%
+156
257
$2.92K ﹤0.01%
+186
258
$2.82K ﹤0.01%
+12
259
$2.79K ﹤0.01%
+55
260
$2.75K ﹤0.01%
+29
261
$2.7K ﹤0.01%
+62
262
$2.68K ﹤0.01%
+99
263
$2.64K ﹤0.01%
+28
264
$2.62K ﹤0.01%
+12
265
$2.6K ﹤0.01%
+122
266
$2.54K ﹤0.01%
+36
267
$2.42K ﹤0.01%
+46
268
$2.34K ﹤0.01%
+43
269
$2.31K ﹤0.01%
+14
270
$2.3K ﹤0.01%
+15
271
$2.26K ﹤0.01%
+90
272
$2.24K ﹤0.01%
+230
273
$2.24K ﹤0.01%
+15
274
$2.21K ﹤0.01%
+34
275
$2.2K ﹤0.01%
+9
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