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
26
– –
0
27
$1.77M 1.14%
17,159
+7,682
28
$1.71M 1.1%
33,614
+13,235
29
$1.7M 1.1%
29,798
-4,302
30
$1.67M 1.08%
39,544
+19,626
31
– –
0
32
$1.58M 1.02%
37,006
+28,677
33
$1.55M 1%
8,417
+4,431
34
$1.5M 0.97%
117,201
+63,410
35
$1.44M 0.93%
5,450
+2,115
36
$1.44M 0.93%
29,331
+13,651
37
– –
0
38
$1.4M 0.9%
26,711
+5,453
39
$1.37M 0.88%
16,714
+8,297
40
$1.35M 0.87%
2,881
+1,482
41
$1.31M 0.85%
6,148
+2,832
42
$1.24M 0.8%
72,169
+38,446
43
$1.24M 0.8%
22,485
+12,173
44
$1.23M 0.79%
15,609
+2,694
45
$1.21M 0.78%
28,163
+15,334
46
$1.17M 0.75%
11,272
+6,189
47
$1.15M 0.74%
+46,115
48
$1.11M 0.71%
10,979
+5,067
49
$1.11M 0.71%
389,596
+256,337
50
$1.1M 0.71%
6,340
+1,596
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