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
151
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66
-775
152
$18K 0.01%
61
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153
$18K 0.01%
653
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154
$17K 0.01%
336
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155
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550
156
$17K 0.01%
137
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157
$16K 0.01%
154
158
$16K 0.01%
353
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159
$16K 0.01%
279
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160
– –
0
161
$15K 0.01%
544
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162
$15K 0.01%
122
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163
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0
164
$13K 0.01%
440
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165
$13K 0.01%
669
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166
$13K 0.01%
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167
$12K 0.01%
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$12K 0.01%
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$12K 0.01%
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174
$11K 0.01%
136
175
$11K 0.01%
116
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