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
51
– –
0
52
$1.06M 0.68%
9,371
+5,403
53
$945K 0.61%
4,898
+2,252
54
$937K 0.6%
17,300
+10,220
55
$919K 0.59%
490
+263
56
$869K 0.56%
5,398
+2,650
57
$839K 0.54%
9,841
+4,719
58
$818K 0.53%
3,040
-1,107
59
$774K 0.5%
14,320
+6,840
60
$699K 0.45%
5,220
+1,767
61
$697K 0.45%
14,713
+4,508
62
$689K 0.44%
4,160
-1,564
63
$669K 0.43%
27,180
+14,220
64
$535K 0.34%
2,943
+1,351
65
$476K 0.31%
7,676
+3,559
66
$455K 0.29%
4,028
+1,919
67
$442K 0.29%
4,837
+1,977
68
$428K 0.28%
3,469
+1,304
69
$417K 0.27%
1,478
+1,062
70
$416K 0.27%
4,944
+2,492
71
$410K 0.26%
7,203
+1,988
72
$387K 0.25%
9,810
+4,559
73
$333K 0.21%
1,364
+616
74
$331K 0.21%
7,500
+3,475
75
$324K 0.21%
3,420
+1,860
1 2
3
4 5