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
176
$15.5K 0.01%
+584
177
$15.2K 0.01%
+173
178
$14.8K 0.01%
+380
179
$13.7K 0.01%
+402
180
$13.7K 0.01%
+355
181
$13.6K 0.01%
+61
182
$13.2K 0.01%
+626
183
$13K 0.01%
+296
184
$12.3K ﹤0.01%
+1,238
185
$12.3K ﹤0.01%
+68
186
$12.1K ﹤0.01%
+31
187
$11.2K ﹤0.01%
+30
188
$11K ﹤0.01%
+97
189
$10.8K ﹤0.01%
+4
190
$10.5K ﹤0.01%
+136
191
$10.4K ﹤0.01%
+230
192
$10.3K ﹤0.01%
+551
193
$10K ﹤0.01%
+48
194
$9.52K ﹤0.01%
+1,849
195
$9.08K ﹤0.01%
+600
196
$8.99K ﹤0.01%
+235
197
$8.6K ﹤0.01%
+200
198
$8.59K ﹤0.01%
+353
199
$8.37K ﹤0.01%
+218
200
$8.32K ﹤0.01%
+1,480
6 7
8
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