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
201
$7K ﹤0.01%
42
-478
202
$7K ﹤0.01%
156
-6,257
203
$7K ﹤0.01%
99
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204
$7K ﹤0.01%
+137
205
$7K ﹤0.01%
20
-221
206
$7K ﹤0.01%
91
-178
207
$6K ﹤0.01%
21
-57
208
$6K ﹤0.01%
535
209
$6K ﹤0.01%
161
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210
$6K ﹤0.01%
118
211
$6K ﹤0.01%
44
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212
$6K ﹤0.01%
420
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213
$6K ﹤0.01%
304
214
$6K ﹤0.01%
381
-22,119
215
$5K ﹤0.01%
61
216
$5K ﹤0.01%
100
217
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11
218
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25
219
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220
$5K ﹤0.01%
94
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221
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171
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$5K ﹤0.01%
103
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223
$5K ﹤0.01%
29
224
$5K ﹤0.01%
152
-24,830
225
$5K ﹤0.01%
43
-271
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9
10 11