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
$333M
AUM Growth
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$2.45M
3
+$2.02M
4
WEC icon
WEC Energy
WEC
+$1.88M
5
QCOM icon
Qualcomm
QCOM
+$1.14M

Top Sells

1
+$2.28M
2
+$2.21M
3
+$1.92M
4
APD icon
Air Products & Chemicals
APD
+$1.23M
5
NFLX icon
Netflix
NFLX
+$651K

Sector Composition

1 Financials 11.28%
2 Healthcare 9.59%
3 Technology 8.83%
4 Communication Services 7.14%
5 Consumer Discretionary 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$50.7K 0.02%
519
152
$49.7K 0.01%
602
+33
153
$49.6K 0.01%
392
154
$47.6K 0.01%
2,465
+88
155
$46.7K 0.01%
173
+28
156
$46.2K 0.01%
173
157
$45K 0.01%
+1,040
158
$43.6K 0.01%
1,098
159
$40.8K 0.01%
196
160
$39.6K 0.01%
550
161
$39.5K 0.01%
99
+94
162
$39.3K 0.01%
+48
163
$39.3K 0.01%
248
-147
164
$38.5K 0.01%
+487
165
$37.9K 0.01%
+817
166
$36.4K 0.01%
42
167
$36.3K 0.01%
104
+60
168
$35.1K 0.01%
222
+1
169
$34.5K 0.01%
1,768
+164
170
$33.6K 0.01%
650
171
$33.3K 0.01%
400
172
$32.3K 0.01%
2,838
173
$29.3K 0.01%
1,380
+20
174
$27.8K 0.01%
504
-519
175
$27.3K 0.01%
200
5 6
7
8 9