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
101
$95K 0.06%
511
-3,193
102
$93K 0.06%
913
+428
103
$92K 0.06%
1,178
-1,257
104
$85K 0.05%
2,445
-5,158
105
$80K 0.05%
383
-156
106
$76K 0.05%
3,091
-87,354
107
$76K 0.05%
4,625
+3,328
108
$74K 0.05%
1,569
-9,440
109
$72K 0.05%
2,358
110
$71K 0.05%
200
-762
111
$67K 0.04%
1,331
-4,559
112
$63K 0.04%
1,250
-4,603
113
$62K 0.04%
1,140
-2,068
114
$60K 0.04%
341
+91
115
$58K 0.04%
1,213
-44,279
116
$52K 0.03%
469
-733
117
$52K 0.03%
1,018
-3,502
118
$52K 0.03%
1,458
-6,051
119
$51K 0.03%
1,252
-19,276
120
$49K 0.03%
1,514
121
$48K 0.03%
3,650
122
$48K 0.03%
241
-148
123
$46K 0.03%
1,807
-44,855
124
$43K 0.03%
1,292
-4,490
125
$42K 0.03%
770
3 4
5
6 7