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
176
$26.9K 0.01%
244
+177
177
$26.9K 0.01%
+219
178
$26.6K 0.01%
374
-113
179
$26.5K 0.01%
339
+225
180
$26.4K 0.01%
334
+1
181
$26.2K 0.01%
100
182
$25.8K 0.01%
55
183
$25.6K 0.01%
+52
184
$24.9K 0.01%
109
+48
185
$24.8K 0.01%
228
+36
186
$24.3K 0.01%
172
+18
187
$23.3K 0.01%
1,003
+228
188
$22.8K 0.01%
156
+1
189
$21.7K 0.01%
300
190
$21.7K 0.01%
628
191
$21.4K 0.01%
+213
192
$21.2K 0.01%
+106
193
$20.1K 0.01%
+103
194
$20K 0.01%
385
+5
195
$19.8K 0.01%
154
196
$19.6K 0.01%
95
+82
197
$19.2K 0.01%
+245
198
$19.2K 0.01%
+482
199
$18.4K 0.01%
+260
200
$18.2K 0.01%
+458
6 7
8
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