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
151
$25.9K 0.01%
+266
152
$25.5K 0.01%
+526
153
$25.1K 0.01%
+480
154
$25K 0.01%
+162
155
$22.7K 0.01%
+102
156
$22.7K 0.01%
+331
157
$22.6K 0.01%
+100
158
$22.5K 0.01%
+180
159
$22.1K 0.01%
+1,314
160
$21.9K 0.01%
+284
161
$21.5K 0.01%
+200
162
$21K 0.01%
+628
163
$20.8K 0.01%
+72
164
$20.6K 0.01%
+294
165
$19.8K 0.01%
+300
166
$19.7K 0.01%
+89
167
$19.5K 0.01%
+222
168
$18.7K 0.01%
+45
169
$17.6K 0.01%
+271
170
$17.1K 0.01%
+154
171
$16.9K 0.01%
+323
172
$16.6K 0.01%
+660
173
$16.1K 0.01%
+242
174
$16.1K 0.01%
+96
175
$15.7K 0.01%
+384
5 6
7
8 9