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%
43
327
$1K ﹤0.01%
25
-1,391
328
$1K ﹤0.01%
28
-225
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$1K ﹤0.01%
12
330
$1K ﹤0.01%
84
331
$1K ﹤0.01%
57
332
$1K ﹤0.01%
21
-432
333
$1K ﹤0.01%
3
334
$1K ﹤0.01%
10
335
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20
336
$1K ﹤0.01%
18
-297
337
$1K ﹤0.01%
8
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338
$1K ﹤0.01%
30
-1,272
339
$1K ﹤0.01%
16
340
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59
341
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18
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342
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50
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344
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0
345
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-66
346
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-9,902
347
$0 ﹤0.01%
2
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348
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-64
349
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-23
350
– –
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12 13
14
15 16