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
276
$2.15K ﹤0.01%
+77
277
$2.11K ﹤0.01%
+59
278
$2.04K ﹤0.01%
+37
279
$1.97K ﹤0.01%
+71
280
$1.83K ﹤0.01%
+5
281
$1.75K ﹤0.01%
+125
282
$1.75K ﹤0.01%
+59
283
$1.73K ﹤0.01%
+460
284
$1.6K ﹤0.01%
+179
285
$1.59K ﹤0.01%
+13
286
$1.57K ﹤0.01%
+49
287
$1.49K ﹤0.01%
+8
288
$1.48K ﹤0.01%
+68
289
$1.46K ﹤0.01%
+9
290
$1.41K ﹤0.01%
+31
291
$1.38K ﹤0.01%
+12
292
$1.33K ﹤0.01%
+83
293
$1.3K ﹤0.01%
+34
294
$1.28K ﹤0.01%
+13
295
$1.28K ﹤0.01%
+100
296
$1.28K ﹤0.01%
+27
297
$1.28K ﹤0.01%
+113
298
$1.27K ﹤0.01%
+3
299
$1.21K ﹤0.01%
+58
300
$1.11K ﹤0.01%
+54
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