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
$155M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$3.41M
3
+$2.67M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.87M
5
WFC icon
Wells Fargo
WFC
+$1.82M

Top Sells

1
+$2.32M
2
+$2.13M
3
+$2.12M
4
AFIF icon
Anfield Universal Fixed Income ETF
AFIF
+$1.46M
5
T icon
AT&T
T
+$1.08M

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
276
$3K ﹤0.01%
15
-89
277
$3K ﹤0.01%
76
-4,629
278
$2K ﹤0.01%
38
-228
279
$2K ﹤0.01%
22
-256
280
$2K ﹤0.01%
38
-66
281
$2K ﹤0.01%
62
-344
282
$2K ﹤0.01%
28
-331
283
$2K ﹤0.01%
57
-636
284
$2K ﹤0.01%
31
285
$2K ﹤0.01%
15
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286
$2K ﹤0.01%
36
-968
287
$2K ﹤0.01%
17
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288
$2K ﹤0.01%
19
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289
– –
0
290
$2K ﹤0.01%
23
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291
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293
$2K ﹤0.01%
6
294
$2K ﹤0.01%
21
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295
$2K ﹤0.01%
88
296
$2K ﹤0.01%
32
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297
– –
0
298
$2K ﹤0.01%
10
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299
$2K ﹤0.01%
11
300
$2K ﹤0.01%
12
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10 11
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