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
276
$3K ﹤0.01%
34
277
$3K ﹤0.01%
30
278
$2K ﹤0.01%
38
-228
279
$2K ﹤0.01%
22
-256
280
$2K ﹤0.01%
38
-66
281
$2K ﹤0.01%
62
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$2K ﹤0.01%
28
-331
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$2K ﹤0.01%
57
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284
$2K ﹤0.01%
31
285
$2K ﹤0.01%
15
-720
286
$2K ﹤0.01%
36
-968
287
$2K ﹤0.01%
17
-3,574
288
– –
0
289
$2K ﹤0.01%
6
290
$2K ﹤0.01%
21
-1,583
291
$2K ﹤0.01%
88
292
$2K ﹤0.01%
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0
294
$2K ﹤0.01%
10
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295
$2K ﹤0.01%
11
296
$2K ﹤0.01%
12
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297
$2K ﹤0.01%
28
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298
$2K ﹤0.01%
32
-381
299
$2K ﹤0.01%
37
300
$2K ﹤0.01%
46
-1,289
10 11
12
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