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
$128M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1 +$8.33M
2 +$7.36M
3 +$6.56M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$5.63M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$5.25M

Top Sells

No sells this quarter

Sector Composition

1 Utilities 6.07%
2 Real Estate 5.41%
3 Communication Services 5.25%
4 Healthcare 4.98%
5 Energy 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$1K ﹤0.01%
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0