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
126
$42K 0.03%
1,230
-4,319
127
$41K 0.03%
321
128
$41K 0.03%
2,838
129
$39K 0.03%
1,274
-4,733
130
$38K 0.02%
683
-857
131
$38K 0.02%
1,598
-96,500
132
$37K 0.02%
622
133
$34K 0.02%
704
-13,583
134
$32K 0.02%
400
135
$32K 0.02%
418
+180
136
$32K 0.02%
730
-284
137
$30K 0.02%
561
-13,729
138
$28K 0.02%
187
139
$26K 0.02%
97
-541
140
$25K 0.02%
382
141
$24K 0.02%
496
-2,994
142
$24K 0.02%
460
143
$23K 0.01%
618
-3,063
144
$22K 0.01%
450
-1,102
145
$21K 0.01%
1,098
146
$21K 0.01%
318
-10,109
147
$20K 0.01%
382
-18,486
148
– –
0
149
$19K 0.01%
1,917
-146,834
150
– –
0
4 5
6
7 8