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
326
$1K ﹤0.01%
1
327
$1K ﹤0.01%
26
328
$1K ﹤0.01%
81
329
$1K ﹤0.01%
10
330
$1K ﹤0.01%
680
331
$1K ﹤0.01%
+21
332
$1K ﹤0.01%
13
333
$1K ﹤0.01%
28
-225
334
$1K ﹤0.01%
12
335
$1K ﹤0.01%
84
336
$1K ﹤0.01%
57
337
$1K ﹤0.01%
21
-432
338
$1K ﹤0.01%
40
-191
339
$1K ﹤0.01%
37
-215
340
$1K ﹤0.01%
43
341
$1K ﹤0.01%
25
-1,391
342
$1K ﹤0.01%
6
-98
343
– –
-111
344
– –
-27
345
– –
-20
346
– –
-245
347
– –
-148
348
$0 ﹤0.01%
1
349
– –
0
350
– –
-31
12 13
14
15 16