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
76
$319K 0.21%
2,377
+1,059
77
$310K 0.2%
3,570
+1,767
78
$292K 0.19%
2,608
+957
79
$286K 0.18%
2,178
-533
80
$249K 0.16%
5,764
+2,614
81
$245K 0.16%
1,856
-4,656
82
$242K 0.16%
2,951
+1,314
83
$217K 0.14%
3,259
-10,853
84
$205K 0.13%
3,328
-11,233
85
$191K 0.12%
1,769
-5,945
86
$156K 0.1%
2,045
-9,563
87
$138K 0.09%
825
88
$137K 0.09%
3,413
+1,494
89
$135K 0.09%
3,750
90
$133K 0.09%
2,113
+962
91
$123K 0.08%
+2,646
92
$120K 0.08%
+1,826
93
$118K 0.08%
848
+575
94
$117K 0.08%
1,466
95
$115K 0.07%
982
+485
96
$113K 0.07%
4,428
-566
97
$108K 0.07%
865
-4,485
98
$107K 0.07%
1,960
99
$106K 0.07%
1,649
100
$99K 0.06%
90
2 3
4
5 6