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
301
$2K ﹤0.01%
28
-370
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32
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46
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305
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9
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3
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84
311
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57
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+21
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13
315
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28
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10
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30
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321
$1K ﹤0.01%
16
322
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323
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12
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18
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325
$1K ﹤0.01%
5
11 12
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