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
$364M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$6.85M
2
+$2M
3
+$1.68M
4
TBIL
F/m US Treasury 3 Month Bill Fund
TBIL
+$890K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$745K

Top Sells

1
+$1.42M
2
+$1.38M
3
+$853K
4
PM icon
Philip Morris
PM
+$627K
5
EIX icon
Edison International
EIX
+$452K

Sector Composition

1 Financials 12.53%
2 Technology 9.41%
3 Healthcare 8.16%
4 Communication Services 7.49%
5 Consumer Discretionary 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
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