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
$333M
AUM Growth
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$2.45M
3
+$2.02M
4
WEC icon
WEC Energy
WEC
+$1.88M
5
QCOM icon
Qualcomm
QCOM
+$1.14M

Top Sells

1
+$2.28M
2
+$2.21M
3
+$1.92M
4
APD icon
Air Products & Chemicals
APD
+$1.23M
5
NFLX icon
Netflix
NFLX
+$651K

Sector Composition

1 Financials 11.28%
2 Healthcare 9.59%
3 Technology 8.83%
4 Communication Services 7.14%
5 Consumer Discretionary 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.14K ﹤0.01%
27
352
$1.13K ﹤0.01%
12
353
$1.07K ﹤0.01%
9
354
$1.07K ﹤0.01%
11
355
$1.04K ﹤0.01%
113
356
$1.03K ﹤0.01%
12
357
$974 ﹤0.01%
60
+2
358
$959 ﹤0.01%
48
+1
359
$909 ﹤0.01%
11
360
$849 ﹤0.01%
84
361
$832 ﹤0.01%
5
362
$825 ﹤0.01%
5
363
$816 ﹤0.01%
+10
364
$778 ﹤0.01%
28
365
$756 ﹤0.01%
35
366
$751 ﹤0.01%
24
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367
$725 ﹤0.01%
20
368
$723 ﹤0.01%
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$629 ﹤0.01%
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370
$628 ﹤0.01%
34
371
$616 ﹤0.01%
147
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372
$592 ﹤0.01%
14
373
$499 ﹤0.01%
2
374
$481 ﹤0.01%
5
-55
375
$455 ﹤0.01%
22
13 14
15
16 17