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
301
$1.1K ﹤0.01%
+141
302
$1.06K ﹤0.01%
+68
303
$1.03K ﹤0.01%
+29
304
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+10
305
$1.02K ﹤0.01%
+38
306
$971 ﹤0.01%
+9
307
$925 ﹤0.01%
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308
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310
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321
$693 ﹤0.01%
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$611 ﹤0.01%
+1,100
324
$604 ﹤0.01%
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325
$601 ﹤0.01%
+20
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