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
$250M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$12.3M
3
+$7.81M
4
JPM icon
JPMorgan Chase
JPM
+$6.56M
5
XOM icon
Exxon Mobil
XOM
+$6.38M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.16%
2 Healthcare 9.66%
3 Technology 8.66%
4 Communication Services 8.46%
5 Consumer Discretionary 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$43.8K 0.02%
+550
127
$43.6K 0.02%
+2,207
128
$42.6K 0.02%
+930
129
$42.4K 0.02%
+759
130
$41.6K 0.02%
+835
131
$40K 0.02%
+2,743
132
$39.4K 0.02%
+519
133
$36.7K 0.01%
+172
134
$36.7K 0.01%
+852
135
$35.9K 0.01%
+1,098
136
$35.8K 0.01%
+821
137
$34.8K 0.01%
+876
138
$33.5K 0.01%
+990
139
$32.9K 0.01%
+195
140
$32.9K 0.01%
+392
141
$29.9K 0.01%
+600
142
$29.4K 0.01%
+214
143
$29.3K 0.01%
+125
144
$29.3K 0.01%
+400
145
$28.8K 0.01%
+2,838
146
$28.7K 0.01%
+219
147
$28.1K 0.01%
+431
148
$27.9K 0.01%
+552
149
$27.1K 0.01%
+696
150
$26.5K 0.01%
+865
4 5
6
7 8